Branch Office Administrator: Client Service & Operations

Edward Jones; Wellington (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide comprehensive client service and administrative support for a team of financial advisors. You will manage client communications, account-related tasks, and operational duties to ensure a seamless client experience.

The role emphasizes learning the financial services industry, coordinating with a broad support network, and leveraging technology to drive efficiency and client satisfaction.

Qualifications

• Analytical thinking and problem-solving abilities.
• Strong attention to detail in client records and processes.
• Comfort with learning and using new financial tools and software.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide outstanding client service via calls, emails, and in-person interactions.
• Assist with account openings, transfers, and routine advisor requests.
• Handle administrative tasks and support branch marketing initiatives.
• Utilize firm software (MoneyGuide, Salesforce, Office) to streamline operations.

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 provide comprehensive client service and administrative support for a team of financial advisors. You will manage client communications, account-related tasks, and operational duties to ensure a seamless client experience.

The role emphasizes learning the financial services industry, coordinating with a broad support network, and leveraging technology to drive efficiency and client satisfaction.