Edward Jones branch in Upper Arlington is actively hiring for a full-time Branch Office Administrator (BOA). This is a key role that helps our clients achieve their long-term financial goals while supporting daily operations in a highly professional and relationship-focused environment.
Job Summary:
This role partners closely with our Financial Advisor to build meaningful relationships with clients, support daily branch operations, and help clients stay on track with their financial strategies. The BOA is often the first voice clients hear and the first face they see—so this position is ideal for someone who is people-oriented, highly organized, and motivated to make a difference.
Key Responsibilities:
Ideal Candidate Qualities:
Compensation & Benefits
How to Apply:
Candidates should visit careers.edwardjones.com
Search using Requisition Number: 105190BR
Job Summary:
This role partners closely with our Financial Advisor to build meaningful relationships with clients, support daily branch operations, and help clients stay on track with their financial strategies. The BOA is often the first voice clients hear and the first face they see—so this position is ideal for someone who is people-oriented, highly organized, and motivated to make a difference.
Key Responsibilities:
- Deliver personalized service to clients by phone, email, and in-person
- Prepare materials for client meetings, open accounts, process transfers, and maintain accurate records
- Support marketing efforts, client events, and strategic business planning
- Handle confidential client information with integrity and attention to detail
- Leverage digital tools like Salesforce, Microsoft Office, and proprietary planning software (MoneyGuide)
Ideal Candidate Qualities:
- Strong conversational and interpersonal skills
- Adaptability and ability to work independently
- Analytical thinking and attention to detail
- Experience with administrative tasks and customer service
- Comfortable with digital tools and learning new systems
- A background in financial services or interest in the field is helpful but not required
Compensation & Benefits
- Hourly wage: $22.50–$23.91 based on experience
- Comprehensive benefits package: health, dental, vision, 401(k), paid vacation, sick time, and a paid day for volunteerism
- Extensive onboarding program with a 6-month training period, mentoring, and continuous support
- Bonus opportunities based on branch performance and individual contribution
How to Apply:
Candidates should visit careers.edwardjones.com
Search using Requisition Number: 105190BR
