Branch Office Administrator

Job overview

The Branch Office Administrator is an onsite role based in Montgomery, OH, providing essential administrative support to financial advisors. Compensation is not specified in the posting, and this role supports the client services team in delivering personalized financial solutions. This position exists to ensure the efficient operation of the branch office by managing client communications, account documentation, and business planning activities. The administrator contributes to the firm's mission by fostering positive client relationships and maintaining high standards of operational excellence.

What you'll do

• Provide administrative support to financial advisors, manage client accounts, facilitate communication, handle account opening and transfers, schedule appointments, prepare meeting materials, and support marketing initiatives.

What we're looking for

Skills & competencies

full-time

day shift

montgomery oh

edward jones

client support

administrative

financial services

onsite

analytical thinking

attention to detail

team collaboration

digital tool utilization

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, AD&D, 401k, health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, volunteerism day, bonuses, profit sharing, Employee Assistance Program.

About the employer

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