Branch Office Administrator: Client Services & Operations

Vanwerted; Van Wert (OH); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and Vision

401k and benefits

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator in Van Wert, OH to provide seamless client support and assist financial advisors in managing accounts. You will help with scheduling, documentation, and communications while contributing to branch business plans.

The BOA role offers structured training, a broad support network, and opportunities for professional growth within a large, client-focused firm.

Qualifications

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account openings and transfers.
• Support marketing initiatives and assist in branch business planning.

Responsibilities

• Client service delivery to ensure clients feel understood and informed.
• Process account requests and maintain accurate client records.
• Administrative tasks and collaboration with the advisor team.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator in Van Wert, OH to provide seamless client support and assist financial advisors in managing accounts. You will help with scheduling, documentation, and communications while contributing to branch business plans.

The BOA role offers structured training, a broad support network, and opportunities for professional growth within a large, client-focused firm.