Branch Office Administrator

Edward Jones; Vaughan; On-site; CAD 52,000 - 65,000; Full time

Job summary

Join a forward-thinking company as a Branch Office Administrator, where you'll be a vital part of a small team supporting clients' financial goals. This role emphasizes relationship building, problem-solving, and multitasking, ensuring clients receive personalized service. With comprehensive training and a supportive environment, you'll thrive in a culture that values continuous improvement and diversity. Enjoy competitive compensation, health benefits, and a fulfilling career path in a Fortune 500 company that prioritizes its people.

Benefits

Comprehensive 6-month training

Mentorship from experienced peers

Paid time off including vacation

401k or Group RRSP

Health benefits

Recognition programs

Qualifications

• Ability to deepen client relationships and identify efficiency opportunities.
• Strong independence and multitasking skills in a deadline-driven environment.

Responsibilities

• Deliver personalized service to ensure clients feel valued and informed.
• Participate in annual business planning and strategy development.

Skills

Client Relationship Building

Problem Solving

Multitasking

Office Technology Proficiency

Job description

Join to apply for the Branch Office Administrator role at Edward Jones.

This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$52,100.00/yr - CA$64,200.00/yr

Would you call yourself a relationship builder, a problem solver, or a critical thinker? If yes, we need you on our team.

At Edward Jones, our field teams are small, typically two or three people, with you as a critical member alongside the financial advisor. You are the first voice clients hear and the first face they see. Your main responsibility is to understand your clients deeply, helping them identify and address their financial needs, working closely with the financial advisor to help clients reach their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 270 Purple Creek Road, C-204, Vaughan, ON

If you're seeking a fulfilling career, the Branch Office Administrator (BOA) role might be right for you. BOAs collaborate with Financial Advisors to support clients' long-term financial plans. Our success is driven by the diverse backgrounds and perspectives of our team members.

We offer support through:

• Comprehensive 6-month training with mentorship from experienced peers
• A broad support network from your branch to regional and home office levels
• Independence in your role backed by a large team

Key responsibilities include:

• Delivering personalized service to ensure clients feel valued and informed
• Participating in annual business planning and strategy development
• Listening actively for client needs and opportunities for additional services
• Planning and executing marketing events

Additional benefits include:

• A culture of continuous improvement and professional growth
• An inclusive environment valuing diverse viewpoints
• Recognition programs supporting long-term career, financial security, and well-being

Full-time associates receive:

• Competitive compensation including bonus potential, profit sharing, 401k or Group RRSP, and health benefits
• Paid time off, including vacation, sick leave, holidays, and personal days

Compensation details:

• Minimum: CA$52,100
• Maximum: CA$64,200

Skills and requirements include:

• Ability to deepen client relationships and identify efficiency opportunities
• Strong independence and multitasking skills in a deadline-driven environment
• Proficiency with office technology and willingness to learn financial markets

We value associates' contributions and have received numerous awards and accolades, reflecting our commitment to an inclusive, respectful workplace.

Join a Fortune 500 company where people come first, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Our purpose: Partnering for positive impact to improve lives and communities.

Additional details

Seniority level: Associate

Employment type: Full-time

Job function: General Business, Administrative, and Customer Service

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