Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) is an onsite role based in Perrysburg, OH, providing essential administrative support to financial advisors. Compensation is not specified for this position, which supports a team dedicated to helping clients achieve their long-term financial goals. This role exists to facilitate seamless communication and account management, ensuring a positive experience for clients. The BOA contributes to the team's success by managing daily operations, processing transactions, and assisting with business planning.

What you'll do

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

What we're looking for

Skills & competencies

full-time

day shift

perrysburg oh

edward jones

administrative support

client service

financial services

onsite

no on-call

no travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, 15 days vacation, 10 paid holidays, sick time, and profit sharing.

Why this role

Comprehensive 6-month training program with a dedicated mentor and a wide support network.

About the employer

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