Branch Office Administrator - Client Service & Ops

Edward Jones; Cincinnati (OH); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Cincinnati is seeking a Branch Office Administrator to provide essential client service and administrative support for financial advisors. You will assist with client accounts, communication, and coordinating the branch’s daily operations in a dynamic team environment.

The role emphasizes training and collaboration across a broad support network, offering a path to grow within a Fortune 500 firm that prioritizes client outcomes and community impact.

Qualifications

• Analytical thinking to assess client needs and develop solutions.
• Attention to detail in processing client information and transactions.
• Adaptability to changing client needs and priorities.
• Strong conversational skills for client communication and rapport.
• Proficiency with MoneyGuide, Salesforce, and MS Office.
• Team collaboration to support advisors and clients.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn and manage client accounts, transfers, and requests under advisor direction.
• Perform administrative tasks, schedule meetings, prepare materials, and support branch marketing initiatives.
• Utilize technology to streamline processes and maintain accurate client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Cincinnati is seeking a Branch Office Administrator to provide essential client service and administrative support for financial advisors. You will assist with client accounts, communication, and coordinating the branch’s daily operations in a dynamic team environment.

The role emphasizes training and collaboration across a broad support network, offering a path to grow within a Fortune 500 firm that prioritizes client outcomes and community impact.