Client-Driven Branch Office Administrator

Edward Jones; Cincinnati (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental care

Vision care

401k retirement plan

Paid holidays

Vacation time

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks a Branch Office Administrator to provide essential client service and administrative support. You will assist advisors with accounts, communications, and operations, contributing to a positive client experience and growth of the branch.

The role offers comprehensive onboarding, vast internal support, and opportunities to develop within a collaborative, inclusive culture. A dynamic environment awaits in a full‑time capacity.

Qualifications

• Analytical thinking and attention to detail required for client service and data handling.
• Ability to adapt to varying client needs and environment while maintaining accuracy.
• Strong conversational skills for inbound/outbound calls, email and in person interactions.
• Comfort with digital tools and platforms used to support clients and advisors.

Responsibilities

• Provide exceptional client service via calls, email, and in‑person interactions.
• Assist with account opening, transfers and record maintenance under advisor direction.
• Support scheduling, materials preparation for meetings, and handling communications.
• Assist with branch business planning and marketing initiatives.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones, a Fortune 500 financial services firm, seeks a Branch Office Administrator to provide essential client service and administrative support. You will assist advisors with accounts, communications, and operations, contributing to a positive client experience and growth of the branch.

The role offers comprehensive onboarding, vast internal support, and opportunities to develop within a collaborative, inclusive culture. A dynamic environment awaits in a full‑time capacity.