Branch Office Administrator

Overview

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor.

You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems, but you also anticipate needs. You and your financial advisor are essential in helping clients achieve their most cherished financial goals.

Position Schedule: Full-Time

Branch Address: 1197 Glen Drive Suite E, Millersburg, OH

This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants.

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• Your work is often independent, but you will have a team of thousands backing you every step of the way

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events
• Provide administrative support to a financial advisor or team of advisors
• Support client accounts, facilitate communication, and ensure a positive client experience

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• Client Service:
  Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management:
  Learn and understand the financial services industry. Include account opening, handling transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for meetings, managing correspondence, and supporting marketing initiatives. Streamline processes and support the branch business plan.
• Technology:
  Proficiency with computers and willingness to learn Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

• We offer a culture of continuous improvement and professional development.
• Inclusive environment where diverse viewpoints are valued.
• Recognition through a rewards program that supports long-term career and well-being.
• Full-time Associates receive a comprehensive benefits package, including medical, dental, vision, disability, life, and retirement benefits. 401(k) and tax-advantaged accounts (HSA, FSA) are available. Paid holidays, vacation, sick time, personal days, volunteer day, and eligibility for bonuses and profit sharing. Employee Assistance Program.

• Edward Jones believes in a human-centered approach and offers discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and…