Branch Office Administrator

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

Job summary

An established industry player is seeking a Branch Office Administrator who excels in building relationships and solving problems. This full-time role is pivotal in supporting financial advisors and ensuring clients achieve their financial goals. You will be the first point of contact for clients, providing personalized service and actively listening for opportunities to enhance their experience. With a strong culture of support and professional growth, this company values diverse perspectives and offers a comprehensive benefits package. If you are passionate about client service and eager to learn, this could be the perfect opportunity for you.

Benefits

Comprehensive training with mentorship

Support network from branch to corporate

Recognition programs

Profit sharing

Health benefits

Dental and vision insurance

Retirement plans

Paid holidays

Vacation and sick leave

Personal days

Qualifications

• Ability to deepen client relationships and manage multiple priorities.
• Proficiency with office technology and willingness to learn about financial services.

Responsibilities

• Deliver personalized service to ensure clients feel understood.
• Participate in annual business planning and strategy development.
• Plan and execute marketing events.

Skills

Client Relationship Management

Problem Solving

Process Improvement

Office Technology Proficiency

Financial Market Knowledge

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

$21.00/hr - $22.00/hr

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 call our field associates branch teams. Most of our teams are small, consisting of two or three people. As a Client Support Team Professional, you are a key member alongside the financial advisor. You are the first voice clients hear when they call or see when they visit. Your main responsibility is to develop strong client relationships, helping them identify and address their financial needs to achieve their goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 10 Crispin Ct Ste 101, Asheville, NC

This job posting is expected to remain open for 30 days from 29-Apr-2025, but may close early if filled.

If you're seeking a fulfilling career, the Branch Office Administrator (BOA) role might be ideal for you. BOAs work with Financial Advisors to help clients meet their long-term financial goals. We value diverse backgrounds and perspectives, which contribute to our success.

Support and Benefits

• Comprehensive 6-month training with mentorship from experienced peers
• Support network extending from your branch to regional and corporate levels
• Independent work complemented by a large backing team

Key responsibilities include:

• Delivering personalized service to ensure clients feel understood and informed
• Participating in annual business planning and strategy development
• Listening actively for opportunities to provide 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, bonuses, profit sharing, and a comprehensive benefits package including health, dental, vision, retirement plans, paid holidays, vacation, sick leave, and personal days

Compensation

Edward Jones offers a competitive pay range:

• Minimum: $21.38
• Maximum: $22.71

There is potential for merit-based increases as you progress.

Minimum Characteristics & Skills

• Ability to deepen client relationships
• Efficiency in creating process improvements
• Ability to work independently and manage multiple priorities
• Proficiency with office technology
• Willingness to learn about financial markets and services

About Us

Edward Jones is a Fortune 500 company committed to putting people first. With over 9 million clients and 20,000 advisors across the U.S. and Canada, we focus on our clients' needs rather than shareholder profits. We promote an inclusive, innovative environment where every employee is valued and supported.