Branch Office Administrator
Employment type
Full-time
Work setting
On-site
Location
Bexley, OH
Schedule
Day shift
Posted
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Job overview
The Branch Office Administrator (BOA) is an onsite role based in Bexley, OH, providing essential administrative support to financial advisors. Compensation is not specified for this position, which supports the client services team at Edward Jones. This role exists to ensure seamless branch operations by managing client communications, account documentation, and marketing initiatives. The BOA contributes to the firm's mission by delivering personalized service and maintaining accurate records to help clients achieve their long-term financial goals.
What you'll do
- Provide administrative support to financial advisors, manage client accounts, facilitate communication, process transactions, schedule appointments, and support marketing events.
What we're looking for
- Skills & competencies
- full-timeday shiftbexley ohedward jonesadministrativeclient servicefinancial servicesonsiteno on-callno degree required
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401k, 15 days vacation, paid holidays, sick time, and profit sharing.
Why this role
Comprehensive 6-month training program with peer mentorship and a vast support network.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-6014.00
You'll be redirected to the employer's application page.
Listing ID: 44226bac-3bd5-497b-9521-c95dfa92c865