Top 55 Planning administrative assistant Jobs in Columbus

Part Time Branch Office Administrator
Edward Jones —Columbus, OH
- Part-time
- Computer literacy
- Office
- Communication skills
- Health savings account
- Health insurance
Branch Office Administrator
Edward Jones —Powell, OH
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
11d
Executive Administrative Assistant
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Microsoft Outlook
- High school
- Word processing
- Paid holidays
- Disability insurance
8d
Administrative Assistant, A&F Co.
Abercrombie & Fitch Co. —New Albany, OH
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
Executive Administrative Assistant
Huntington Bank —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Communications Assistant
The Local Gardener LLC —Columbus, OH
- $24 - $27 an hour
- Part-time
- Hybrid work
- Background check
- Google Workspace
- No experience needed
- Paid training
- Paid holidays
Quick Apply
11d
Executive Assistant to CTO
McKesson —Columbus, OH
- $30.83 - $51.39 an hour
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
11d
Administrative Assistant 2 Hospital Medicine
The Ohio State University Wexner Medical Center —Columbus, OH
- Online Application
- Background check
- Microsoft Excel
- Microsoft Outlook
Office Administrative Associate
The Ohio State University —Columbus, OH
- $21.35 - $27.88 an hour
- Full-time
- Background check
- Pass drug screening
- Research
Program Administrator 2
State of Ohio - Department of Children and Youth —Columbus, OH
- $33.32 - $37.09 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
1d
Regional Administrative Assistant
Orkin —Gahanna, OH
- $60,000 - $80,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Paid training
- Employee stock purchase plan
Human Resources Assistant
PrimaryOne Health —Columbus, OH
- Customer service
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Assistant Controller
CFS —Columbus, OH
- CPA
- 5 years
- Finance
- Profit sharing
- Health savings account
7d
Activity Assistant
StoryPoint —Grove City, OH
- $15 an hour
- Part-time
- Travel
- Ability to lift 25 pounds
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Life Enrichment / Activity Assistant
StoryPoint —Powell, OH
- $15 an hour
- Part-time
- Travel
- Ability to lift 25 pounds
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Data Analyst (Administrative Staff)
State of Ohio - Ohio Housing Finance Agency —Columbus, OH
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance
9d
Enrollment Specialist/Secretary
Oakmont Education —Columbus, OH
- $50,000 - $65,000 a year
- Inventory management
- Mid-level
- Administrative experience
Quick Apply
Executive Assistant : Engineering Utilities
Jacobs —Columbus, OH
- $58,656 - $80,000 a year
- Hybrid work
- 5 years
- Writing skills
- Bachelor's degree
- Paid holidays
- Health insurance
HR Coordinator/Administrative Assistant
Pennington Gap, Inc/ KBC —Columbus, OH
- $19 - $20 an hour
- Full-time
- Writing skills
- Office
- Analysis skills
- Flexible schedule
Quick Apply
10d
Office Clerk
Sparkbit 360 —Columbus, OH
- $16 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
11d

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Part Time Branch Office Administrator

Edward Jones -
Columbus, OH

Apply Now

Job Details

Part-time

Benefits

Health savings account
Health insurance
Flexible spending account
Paid time off
Employee assistance program
Retirement plan
Prescription drug insurance
Paid sick time

Qualifications

Opening bank accounts
Computer operation
Managing customer accounts
Investment advisory support
Correspondence management
Office activity coordination
Email customer support
Account maintenance
Financial transaction processing
Procedural guides
Computer literacy
Service scheduling
Client file management
Process improvement
Executive administrative support
Financial software
Team scheduling
Improving operational efficiency
Accurate transaction records management
Managing clients in a customer support role
Managing financial planning clients
Financial records management
Financial record maintenance
Investment account customer support
Productivity software
Documentation Handling
Account management
Standard operating procedures (SOPs)
Marketing
Client interaction via phone calls

Full Job Description

This job posting is anticipated to remain open for 30 days, from 27-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary:
As a Branch Office Administrator, you'll 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
You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking 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
Driving marketing activities such as planning and executing events

What skills would make you a successful BOA?

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

Role Requirements

Client Service: 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: Aptitude to learn and understand the financial services industry. Includes 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: Strong ability to 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. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

You can also expect…

A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
- Medical and prescription drug coverage,
- Health Savings Account and Flexible Spending Account,
- Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
- Well-being programs (such as the Employee Assistance Program), and
- Retirement Plan (if compensated for 1,000 hours of service during the plan year).
In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Apply Now

Refine Your Search

planning administrative assistant jobs in columbus

Part Time Branch Office Administrator

Branch Office Administrator

Executive Administrative Assistant

Administrative Assistant, A&F Co.

Executive Administrative Assistant

Communications Assistant

Executive Assistant to CTO

Administrative Assistant 2 Hospital Medicine

Office Administrative Associate

Program Administrator 2

Regional Administrative Assistant

Human Resources Assistant

Assistant Controller

Activity Assistant

Life Enrichment / Activity Assistant

Data Analyst (Administrative Staff)

Enrollment Specialist/Secretary

Executive Assistant : Engineering Utilities

HR Coordinator/Administrative Assistant

Office Clerk

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