Branch Office Administrator: Client Services & Operations

Edward Jones; Lake Township (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

401k plan

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service, manage client accounts, and provide comprehensive administrative support to financial advisors. The role emphasizes efficient communication, accuracy in paperwork, and proactive involvement in branch planning.

Join a Fortune 500 firm with a strong commitment to training, mentorship, and career development. This full‑time position offers extensive onboarding, a broad support network, and

Qualifications

• Role requires delivering exceptional client service via calls, email and in‑person interactions.
• Account management including account opening, transfers and documentation.
• Administrative & operational support, scheduling, materials, and SOP updates.
• Willingness to learn technology and firm software such as MoneyGuide, Salesforce and MS Office.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email and in‑person interactions.
• Support client accounts and facilitate communication for a positive client experience.
• Assist in developing and executing branch business plan and marketing initiatives.
• Maintain accurate client records and process transactions as directed.

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 (BOA) to deliver exceptional client service, manage client accounts, and provide comprehensive administrative support to financial advisors. The role emphasizes efficient communication, accuracy in paperwork, and proactive involvement in branch planning.

Join a Fortune 500 firm with a strong commitment to training, mentorship, and career development. This full‑time position offers extensive onboarding, a broad support network, and