Branch Office Administrator

Edward Jones; Bozeman (MT); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Branch Office Administrator in Bozeman, MT. This full-time role involves providing administrative support to financial advisors and ensuring exceptional client service. With comprehensive training and a supportive environment, this position offers significant career growth opportunities.

Benefits

Comprehensive 6-month training with mentorship

Support network from branch to home office

Independence with team backing

Qualifications

• Strong client service skills and relationship management.
• Proficiency in technology and willingness to learn new software.

Responsibilities

• Deliver exceptional personalized client service via calls, email, and in-person.
• Assist in business planning and develop client relationships.
• Support marketing activities and events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Communication Skills

Digital Tool Proficiency

Team Collaboration

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

Job Overview

Position Schedule: Full-Time

Branch Address: 676 Ferguson Ave Suite 3, Bozeman, MT

This job posting remains open for 30 days from 22-May-2025, but may close early due to volume of applications.

If you find yourself seeking a fulfilling career, the BOA role may be ideal. BOAs support financial advisors and help clients achieve their financial goals. The primary role is administrative support, and they are a valued part of the client support team.

Role Summary

As a Branch Office Administrator, you'll provide seamless support to clients, manage accounts, facilitate communication, and ensure a positive experience. It's a great opportunity for career growth in a dynamic environment.

Support and Benefits

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

Key Responsibilities

• Deliver exceptional personalized client service via calls, email, and in-person interactions
• Assist in business planning and develop client relationships
• Support marketing activities and events

Additional Expectations

• Foster continuous improvement and professional development
• Contribute to an inclusive environment valuing diverse viewpoints
• Participate in rewards programs and benefits, including health, retirement, and paid time off

Compensation

Minimum: $21.38, Maximum: $22.71, with opportunities for merit increases and bonuses.

Skills & Requirements

• Analytical Thinking, Attention to Detail, Adaptability, Communication Skills, Digital Tool Proficiency, Team Collaboration

Role Requirements

• Provide exceptional client service and maintain strong relationships
• Handle account management tasks, including opening and transferring accounts
• Support administrative and operational tasks independently
• Proficient in technology and willing to learn new software

About Us

Edward Jones is a Fortune 500 company focused on client partnership, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We value inclusion, community impact, and professional growth.