Edward Jones
Role Summary
Branch Office Administrator (BOA) provides administrative support to financial advisors, ensuring a smooth client experience and facilitating branch operations. Responsibilities
Client Service: Exceptional client support via inbound and outbound calls, email, and in‑person interactions; resolve issues and maintain relationships. Account Management: Learn financial services industry; handle account openings, transfers, and transaction processing. Administrative & Operational Support: Independent tasks—scheduling, preparing materials, managing correspondence, supporting marketing initiatives, SOP updates, and execution of branch business plan. Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office, and firm‑provided software; willingness to learn new technology. Skills & Qualifications
Client Service • Inbound/outbound client interaction and issue resolution. Account Management • Knowledge of financial services and transaction processing. Administrative • Independent, detail oriented, scheduling, material preparation, SOP maintenance, and marketing support. Technology • Computer literacy with MoneyGuide, Salesforce, Microsoft Office, and willingness to learn new tools. Benefits
Competitive compensation – hourly salary range $21.38 – $23.14. Health & Wellness – medical, dental, vision, prescription drug benefits and a 401k retirement plan with HSAs. Paid Time – 10 company holidays, 15 vacation days for new associates, sick time, personal days, and a paid volunteer day. Bonuses & Profit Sharing – eligibility for firm‑wide bonus program. About Edward Jones
Edward Jones is a Fortune 500 private‑owned firm serving over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We partner for positive impact, improving lives of clients, colleagues, and communities. Our culture is innovative, flexible, inclusive, and dedicated to performance excellence. Branch address: 241 Main Street, Jackson, OH. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.
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Branch Office Administrator (BOA) provides administrative support to financial advisors, ensuring a smooth client experience and facilitating branch operations. Responsibilities
Client Service: Exceptional client support via inbound and outbound calls, email, and in‑person interactions; resolve issues and maintain relationships. Account Management: Learn financial services industry; handle account openings, transfers, and transaction processing. Administrative & Operational Support: Independent tasks—scheduling, preparing materials, managing correspondence, supporting marketing initiatives, SOP updates, and execution of branch business plan. Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office, and firm‑provided software; willingness to learn new technology. Skills & Qualifications
Client Service • Inbound/outbound client interaction and issue resolution. Account Management • Knowledge of financial services and transaction processing. Administrative • Independent, detail oriented, scheduling, material preparation, SOP maintenance, and marketing support. Technology • Computer literacy with MoneyGuide, Salesforce, Microsoft Office, and willingness to learn new tools. Benefits
Competitive compensation – hourly salary range $21.38 – $23.14. Health & Wellness – medical, dental, vision, prescription drug benefits and a 401k retirement plan with HSAs. Paid Time – 10 company holidays, 15 vacation days for new associates, sick time, personal days, and a paid volunteer day. Bonuses & Profit Sharing – eligibility for firm‑wide bonus program. About Edward Jones
Edward Jones is a Fortune 500 private‑owned firm serving over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We partner for positive impact, improving lives of clients, colleagues, and communities. Our culture is innovative, flexible, inclusive, and dedicated to performance excellence. Branch address: 241 Main Street, Jackson, OH. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.
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