Client-Focused Branch Office Administrator

Edward Jones; Orrville (OH); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical benefits

HSA/FSA programs

Voluntary benefits

Well-being programs

Retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide essential client service and administrative support within a busy financial advisory environment. You’ll assist with client accounts, communications, and daily branch operations to help advisors meet long-term goals.

You’ll receive six months of comprehensive training, strong peer support, and extensive collaboration across the branch, region, and home office.

Qualifications

• Analytical thinking and problem solving to support clients and advisors.
• Strong attention to detail in client records and paperwork.
• Adaptability to changing client needs and processes.
• Excellent communication with clients via phone, email, and in person.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions; build relationships with clients and referrals.
• Learn the financial services industry basics; handle account openings/transfers as directed by the advisor.
• Perform administrative tasks; schedule meetings, prepare materials, and support branch marketing initiatives.
• Utilize firm-provided software and standard office tools; assist in executing branch business plans.

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 provide essential client service and administrative support within a busy financial advisory environment. You’ll assist with client accounts, communications, and daily branch operations to help advisors meet long-term goals.

You’ll receive six months of comprehensive training, strong peer support, and extensive collaboration across the branch, region, and home office.