Financial Office Administrator: Client Service & Ops

Edward Jones; Butler (Butler County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) and retirement plans

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team in the United States. The BOA will support financial advisors by handling client communications, account processing, and administrative tasks that keep client accounts accurate and organized.

You’ll participate in business planning, assist with events, and help deliver a seamless client experience while growing your knowledge of financial services and technology platforms.

Qualifications

• Customer service experience and client-focused approach.
• Ability to work with financial advisors and support teams.
• Aptitude to learn financial services processes and systems.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation with advisory direction.
• Schedule appointments, prepare meeting materials, and support marketing initiatives.
• Learn and apply firm SOPs; support branch business 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 seeking a Branch Office Administrator (BOA) to join our team in the United States. The BOA will support financial advisors by handling client communications, account processing, and administrative tasks that keep client accounts accurate and organized.

You’ll participate in business planning, assist with events, and help deliver a seamless client experience while growing your knowledge of financial services and technology platforms.