Branch Office Administrator: Client Services & Operations

Edward Jones; Westerville (OH); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to join a thriving financial services team in Westerville, OH. You will support financial advisors by handling client inquiries, managing accounts, and coordinating administrative tasks to deliver a seamless client experience.

Expect a comprehensive training program, a large support network, and opportunities to grow within a privately held firm that values clients and colleagues.

Qualifications

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

Responsibilities

• Provide exceptional client service via phone, email, and in-person interactions.
• Account opening, transfers, and routine requests under advisor direction.
• Administrative support including scheduling, preparing meeting materials, and handling communications.
• Update SOPs and support branch business planning and execution.

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to join a thriving financial services team in Westerville, OH. You will support financial advisors by handling client inquiries, managing accounts, and coordinating administrative tasks to deliver a seamless client experience.

Expect a comprehensive training program, a large support network, and opportunities to grow within a privately held firm that values clients and colleagues.