Branch Office Administrator - Lebanon, Ky

Jones Financial (Edward Jones)

Lebanon, KY, US
**
Provide administrative support to financial advisors
Support client accounts and facilitate communication
Assist in annual business planning processes
** Jones Financial is seeking a Branch Office Administrator (BOA) in Lebanon, KY, to provide essential administrative support to financial advisors and enhance client experiences. The role emphasizes teamwork, client service, and professional growth within a supportive environment. **

Job Summary

  • The Branch Office Administrator provides seamless administrative support to financial advisors to help clients achieve long-term financial goals.
  • Employees receive comprehensive 6-month training including mentorship from an experienced peer and access to a wide support network.
  • The role involves delivering exceptional personalized service, assisting with business planning, and actively participating in marketing events.

Matching Summary

Match Score: 75

** Jones Financial is seeking a Branch Office Administrator (BOA) in Lebanon, KY, to provide essential administrative support to financial advisors and enhance client experiences. The role emphasizes teamwork, client service, and professional growth within a supportive environment. **

Skills & Requirements

Must-have

  • Provide administrative support to financial advisors
  • Support client accounts and facilitate communication
  • Assist in annual business planning processes

Nice-to-have

  • Active listening for client needs
  • Experience driving marketing activities
  • Ability to work independently with team backing

Work Rights

Not specified

Tailored Resume

Cover Letter