Client-Focused Branch Office Administrator

Edward Jones; Coshocton (OH); On-site; USD 38,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team. You will support financial advisors by delivering exceptional client service, managing accounts, and handling daily administrative tasks.

This role offers growth in a collaborative, inclusive environment within a Fortune 500 firm. As a BOA, you will engage with clients, schedule meetings, process transfers, and contribute to branch planning and marketing activities.

Qualifications

• Demonstrated client service mindset with strong communication skills.
• Ability to learn financial services processes and product basics.
• Comfort handling multiple tasks with accuracy and speed.
• Proactive in identifying client needs and offering solutions.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation for advisors and clients.
• Perform administrative tasks and streamline branch workflows under guidance of the advisor.
• Utilize firm software tools to support marketing initiatives and client communications.

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 (BOA) to join our team. You will support financial advisors by delivering exceptional client service, managing accounts, and handling daily administrative tasks.

This role offers growth in a collaborative, inclusive environment within a Fortune 500 firm. As a BOA, you will engage with clients, schedule meetings, process transfers, and contribute to branch planning and marketing activities.