Branch Office Administrator

Job overview

The Branch Office Administrator role is an onsite position located in Westlake, OH. Compensation is not specified in the job posting, and this role supports the local financial advisor team in delivering personalized client service. This role exists to provide essential administrative and operational support to financial advisors. The Branch Office Administrator manages client communications, processes account transactions, and assists with business planning to ensure a positive and efficient client experience.

What you'll do

• Provide exceptional client service via phone, email, and in-person interactions.
• Manage account opening, transfers, and documentation.
• Perform administrative tasks including scheduling and marketing support.
• Utilize digital tools and software to maintain accurate records.

What we're looking for

Skills & competencies

full-time

day shift

westlake oh

edward jones

administrative support

client service

financial services

onsite

analytical thinking

attention to detail

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, paid holidays, vacation, sick time, and profit sharing.

Why this role

Comprehensive 6-month training program with mentorship.

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.