Branch Office Administrator: Client Services & Admin

Edward Jones

Ohio

On-site

USD 42,000 - 64,000

Full time

7 days ago

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Benefits offered by this job

Medical & prescription coverage

Dental & Vision coverage

401k plan

Paid holidays & vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator (BOA) to join a large network of financial advisors. You will provide client-focused support, assist with accounts, scheduling, and marketing initiatives in a fast-paced branch setting.

The role emphasizes relationship-building, proactive planning, and tech proficiency with MoneyGuide, Salesforce, and Microsoft Office. Training is comprehensive, with a broad support network and opportunities for growth within a private,

Qualifications

Client service: provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Account Management: learn financial services, open accounts, handle transfers and other requests per advisor.
Administrative & Operational Support: work independently, schedule appointments, prepare materials, manage marketing.
Technology: strong computer literacy with MoneyGuide, Salesforce, MS Office and other firm software.

Responsibilities

Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Handle account opening, transfers, and other requests at the direction of the financial advisor.
Schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives.
Streamline processes and support the branch business plan with updated SOPs.