Branch Office Administrator: Client Service & Ops

Edward Jones; Columbus (OH); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with a focus on delivering exceptional service and accurate account handling. You’ll be part of a large team backed by extensive training and resources across the branch network.

The role emphasizes client-focused support, administrative tasks, and collaboration with advisors to implement the branch business plan. This is a full-time opportunity with comprehensive benefits and career growth potential.

Qualifications

• Analytical thinking and attention to detail are needed to support client accounts.
• Strong communication skills for client interactions and teamwork.
• Adaptability to learn financial services software and processes.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn the financial services industry, handle account openings, transfers, and requests.
• Administrative & Operational Support: Work independently under the advisor, schedule appointments, prepare materials, and support marketing initiatives.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors and clients with a focus on delivering exceptional service and accurate account handling. You’ll be part of a large team backed by extensive training and resources across the branch network.

The role emphasizes client-focused support, administrative tasks, and collaboration with advisors to implement the branch business plan. This is a full-time opportunity with comprehensive benefits and career growth potential.