Branch Office Administrator — Client Experience

Edward Jones; Columbus (OH); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Strong support network

Career growth opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering top-notch client service. You will handle client inquiries, assist with accounts, and manage administrative tasks to ensure a smooth client experience.

Join a large network of offices and benefit from comprehensive training, a strong support system, and opportunities for growth within the Edward Jones organization.

Qualifications

• Client-focused service mindset and strong communication skills.
• Ability to learn and apply industry basics of financial services.
• Comfort working independently with a financial advisor-led team.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under guidance of financial advisor.
• Provide administrative and operational support, scheduling, materials prep, and SOP updates.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering top-notch client service. You will handle client inquiries, assist with accounts, and manage administrative tasks to ensure a smooth client experience.

Join a large network of offices and benefit from comprehensive training, a strong support system, and opportunities for growth within the Edward Jones organization.