Branch Office Administrator

Edward Jones; Albemarle (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading financial services firm as a Branch Office Administrator in Albemarle, NC. In this full-time role, you will support clients and financial advisors, manage accounts, and ensure a positive client experience. Edward Jones values diversity and offers comprehensive training, benefits, and growth opportunities.

Benefits

Comprehensive 6-month training with mentorship

Support network from branch to regional and home office

Independence with team backing

Medical benefits

Dental benefits

Vision benefits

401k

Paid holidays

Vacation

Sick leave

Bonuses

Qualifications

• Client service via calls, email, in-person.
• Account management and administrative tasks.

Responsibilities

• Deliver personalized service and build client relationships.
• Assist in business planning and strategy development.
• Identify client needs through active listening.

Skills

Analytical thinking

Attention to detail

Adaptability

Communication

Teamwork

Tools

MoneyGuide

Salesforce

MS Office

Job description

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Base pay range

$21.00/hr - $22.00/hr

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 associates are called branch teams, typically consisting of two or three people. As a Client Support Team Professional, you are a critical member, being the first voice clients hear and the first face they see. Your main responsibility is to understand your clients deeply, helping them identify and anticipate their needs, working closely with financial advisors to help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 112 Charter St Suite B, Albemarle, NC

This posting is open for 30 days from 13-May-2025 but may close early due to volume of applicants.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role may be ideal. BOAs support financial advisors in helping clients reach their long-term financial goals. They provide essential administrative support, contributing significantly to our success and valuing diverse backgrounds and perspectives.

Role Summary

As a BOA, you will support clients seamlessly, manage client accounts, facilitate communication, and ensure a positive experience. This role offers growth in a dynamic environment.

Support and Benefits

• Comprehensive 6-month training with mentorship
• Support network from branch to regional and home office
• Independence with team backing

What You’ll Do

• Deliver personalized service and build client relationships
• Assist in business planning and strategy development
• Identify client needs through active listening
• Participate in marketing activities and events

Our Culture and Benefits

• Focus on continuous improvement and professional growth
• Inclusive environment valuing diverse viewpoints
• Recognition programs and long-term career support
• Full-time benefits including medical, dental, vision, 401k, paid holidays, vacation, sick leave, and bonuses

Compensation

Pay range: $21.38 - $22.71, with potential for merit increases and bonuses.

Required Skills and Role Expectations

• Client service via calls, email, in-person
• Account management and administrative tasks
• Technology proficiency with tools like MoneyGuide, Salesforce, MS Office
• Skills: Analytical thinking, attention to detail, adaptability, communication, teamwork

About Us

Edward Jones is a Fortune 500 company committed to positive impact, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We value our associates' contributions, diversity, and inclusion, aiming to be the best place to start or build your career.