Sr BOA- Goshen, IN

Senior Branch Office Administrator at Edward Jones provides administrative support to a financial advisor or team, focusing on client accounts, communication, and a positive client experience in Goshen, IN.

• Provide administrative support to a financial advisor or team of advisors
• Manage client accounts, including opening and transfers, and maintain documentation
• Schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives
• Participate in annual business planning and branch marketing activities
• Utilize MoneyGuide, Salesforce, and Microsoft Office; maintain proficiency with firm-provided software

Role uses MoneyGuide, Salesforce, and Microsoft Office to support advisors and branch operations; includes mentoring and advanced client service responsibilities.

The ideal candidate is a senior administrative professional with 5+ years of financial services experience, capable of supporting multiple advisors. They should be proficient with MoneyGuide, Salesforce, and Microsoft Office, and able to mentor teammates while managing complex client accounts.