Branch Office Administrator

Edward Jones; Summerland; On-site; CAD 45,000 - 51,000; Full time

Job summary

A financial services firm is seeking a full-time Branch Office Administrator to support client accounts and ensure a positive experience. You will interact with clients via phone and in person, handling inquiries and maintaining records. The role offers a comprehensive training program and a chance to grow in a supportive work environment. Enjoy competitive compensation and a benefits package that includes profit-sharing and vacation time. Join a team focused on improving the lives of clients and communities.

Benefits

Comprehensive health benefits

Paid time off

Profit sharing

Qualifications

• Provide exceptional service to clients via calls, email, and in-person.
• Learn the financial services industry including account management.
• Handle administrative tasks and support marketing initiatives.

Responsibilities

• Respond to inquiries and resolve client issues for exceptional service.
• Process account transactions and maintain accurate client records.
• Prepare materials for meetings and manage correspondence.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

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. 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 – you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Full‑Time
Branch Address: 5-13604 Victoria Road North, Summerland, BC

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 with an experienced peer who will 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 listening for situations in the clients’ lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

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 your and your family’s well‑being
• Full‑time associates receive the following benefits:
• A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach.
• Paid time off including vacation, sick, holidays and personal days

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 and 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

Hiring Minimum

$45,700.00

Hiring Maximum

$50,400.00

Skills and Requirements

• 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 executing 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.

About Us

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.

EEO Statement

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.