Branch Office Administrator

Edward Jones; Fishers (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Branch Office Administrator to join their dynamic team in Fishers, Indiana. This full-time role emphasizes building strong client relationships and providing exceptional support alongside financial advisors. With a commitment to professional growth and a supportive work environment, the company offers comprehensive training and a range of benefits, including medical, dental, and 401k plans. If you are a proactive problem solver eager to contribute to clients' financial success, this opportunity may be perfect for you.

Benefits

Comprehensive 6-month training

Medical and dental benefits

401k plan

Paid holidays and vacation

Sick leave and personal days

Volunteer days

Potential bonuses

Qualifications

• Ability to deepen client relationships and identify opportunities.
• Proficiency with office technology and willingness to learn.

Responsibilities

• Deliver personalized client service to ensure understanding and trust.
• Identify client needs proactively through active listening.
• Plan and execute marketing events.

Skills

Client Relationship Management

Independent Work

Office Technology Proficiency

Financial Services 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

$22.00/hr - $23.00/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, our field teams are small, typically two or three people. As a Client Support Team Professional, you are a vital member, working alongside the financial advisor. You are the first voice clients hear and the first face they see. Your key responsibility is to understand your clients deeply, helping anticipate their needs and supporting their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 13578 E 131st Street Suite 250, Fishers, IN

This job posting is expected to remain open for 30 days from 05-May-2025, but may close early if filled.

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

We provide robust support, including:

• Comprehensive 6-month training with mentorship
• A broad support network from local to corporate levels
• Opportunities to work independently with extensive backing

Key Responsibilities & Expectations

• Deliver personalized client service to ensure understanding and trust
• Participate in annual business planning and strategy development
• Identify client needs proactively through active listening
• Plan and execute marketing events

Additional Benefits & Culture

• Emphasis on continuous professional growth in an inclusive environment
• Recognition programs supporting career and financial security
• Full-time benefits include medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, health accounts, paid holidays, vacation, sick leave, personal days, volunteer days, and potential bonuses.

Compensation Details

Edward Jones adopts a human-centered approach, partnering for positive impact. The pay range is:

• Minimum: $22.50
• Maximum: $23.91

There is potential for merit-based increases as you grow in the role.

Skills & Requirements

• Ability to deepen client relationships and identify opportunities
• Ability to work independently and manage multiple priorities
• Proficiency with office technology
• Willingness to learn about financial services and markets

Awards & Recognition

We celebrate our associates' contributions and the awards we've received, reflecting our inclusive culture.

About Edward Jones

We are a Fortune 500 company with over 9 million clients and 20,000 advisors across the U.S. and Canada. Our purpose is to partner for positive impact, prioritizing our clients and colleagues over shareholder returns. We foster an environment of inclusion, respect, and support, making us a great place to start or grow your career.

Additional Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Business, Administrative, Customer Service