Branch Office Administrator: Elevate Client Experience

Edward Jones; Columbus (OH); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

6-month training program

Extensive support network

Thousands of colleagues backing you

Bonus opportunities

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors, manage client communications, and help drive business planning. This role offers comprehensive training, a strong support network, and opportunities to grow within a large, privately held firm committed to client outcomes.

As a BOA, you’ll deliver personalized service, support advisory teams, and manage schedules and documentation while leveraging digital tools to enhance efficiency and client experience.

Qualifications

• Strong analytical thinking and problem-solving abilities.
• Excellent attention to detail in client/account work.
• Adaptability to a dynamic financial services environment.
• Strong communication skills for client interactions.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Process account openings, transfers, and maintain client records.
• Support the financial advisor with administrative and operational tasks.
• Utilize firm tools (MoneyGuide, Salesforce) to support client planning.

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 to support financial advisors, manage client communications, and help drive business planning. This role offers comprehensive training, a strong support network, and opportunities to grow within a large, privately held firm committed to client outcomes.

As a BOA, you’ll deliver personalized service, support advisory teams, and manage schedules and documentation while leveraging digital tools to enhance efficiency and client experience.