Branch Office Administrator: Client Services & Operations

Edward Jones; Montgomery (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental

Vision

401k

Paid holidays

Vacation days

Volunteer program

Job summary

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients. You’ll provide seamless client service, manage accounts, schedule meetings, and help execute the branch business plan in a collaborative, fast‑paced environment.

The BOA role includes six months of training, a wide support network, and opportunities to contribute to client growth and community impact within a privately held firm.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email and in‑person interactions.
• Learn financial services processes and supports for advisors and clients.
• Assist in developing and executing branch plans and client events.

Responsibilities

• Deliver outstanding service to clients and maintain strong relationships.
• Support client accounts, process requests, and ensure accurate records.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and improve branch SOPs.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients. You’ll provide seamless client service, manage accounts, schedule meetings, and help execute the branch business plan in a collaborative, fast‑paced environment.

The BOA role includes six months of training, a wide support network, and opportunities to contribute to client growth and community impact within a privately held firm.