Client‑Centric Branch Office Admin

Edward Jones; Grove City (Mercer County); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

6-month training

Network of support

Large team backing

Job summary

Edward Jones is a Fortune 500 financial services firm seeking a Branch Office Administrator (BOA) to provide essential support to financial advisors and clients. The BOA will handle client communications, account-related tasks, scheduling, and operational duties within a busy branch environment.

You will contribute to the branch business plan, support marketing efforts, and ensure a high-quality client experience while collaborating with a large network of colleagues across the firm.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal team members.
• Support branch business planning and marketing initiatives.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is a Fortune 500 financial services firm seeking a Branch Office Administrator (BOA) to provide essential support to financial advisors and clients. The BOA will handle client communications, account-related tasks, scheduling, and operational duties within a busy branch environment.

You will contribute to the branch business plan, support marketing efforts, and ensure a high-quality client experience while collaborating with a large network of colleagues across the firm.