Branch Office Administrator

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$22.00/hr – $23.00/hr

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 very 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 – the first face they see when they walk in the door.

Your many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems – you see them coming a mile away.

Job Overview Position

Schedule:

Full‑Time

Branch Address: 38052 Euclid Avenue Suite 100, Willoughby, OH

This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants.

• Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. 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 account 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 various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes with updating SOPs and strategically execute on the branch business plan.
• Technology:
  Show strong computer literacy with a willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm‑provided software.

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

• Comprehensive six‑month training with a peer mentor.
• A wide support network from your branch office to the region to the home office.
• Opportunity to work independently with a team of thousands backing you every step of the way.
• Annual business planning process involvement to assist in developing strategies for the upcoming year.
• Marketing activity participation, including planning and executing events.

• Medical, prescription drug, dental, vision and voluntary benefits.
• Short‑ and long‑term disability, basic life and basic AD&D coverage at no cost.
• 401(k) retirement plan, health savings account and flexible spending account.
• Ten paid holidays, 15 days of vacation for new associates starting on January 1 each year, sick time, personal days and a paid day for volunteerism.
• Employee Assistance Program for all associates.
• Bonuses and profit sharing may be available.

Hiring Minimum: $22.50

Hiring Maximum: $23.91

Edward Jones recognizes individual efforts through a rewards program that promotes a long‑term career, your financial security, and you and your family’s well‑being.

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are privately owned and focus on our clients rather than shareholder returns.

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.