Branch Office Administrator

Edward Jones; Garner (NC); On-site; USD 40,000 - 70,000; Full time

Job summary

An innovative financial services firm is seeking a Branch Office Administrator (BOA) to join their team. In this role, you will partner with Financial Advisors to provide exceptional service to clients, helping them achieve their long-term financial goals. The BOA will receive comprehensive training and support, allowing for independence while being backed by a robust network. This position offers opportunities for professional development and recognition, making it an ideal place for those looking to grow their careers in a supportive environment. If you are passionate about client service and eager to learn about financial markets, this role could be the perfect fit for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Holidays

Paid Vacation

Professional Development

Rewards Program

Qualifications

• Strong ability to manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood.
• Actively listen for situations indicating a need for additional services.
• Drive marketing activities such as planning and executing events.

Skills

Client Relationship Management

Marketing Activities

Office Technology Proficiency

Time Management

Active Listening

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

Job Posting Duration

This job posting is anticipated to remain open for 30 days, from 09-May-2025. The posting may close early due to the volume of applicants.

About Edward Jones

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, focusing on our clients rather than shareholder returns.

Our purpose is: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Branch Office Administrator (BOA) Role

If you find yourself looking for a fulfilling career, the BOA role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We’re proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• You’ll often work independently but will have a team of thousands backing you every step of the way

Responsibilities and Key Characteristics

Can you see yourself…

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listening for situations in the clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

What characteristics would make you a successful BOA?

• Ability to deepen and broaden client relationships
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline-driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services/markets work

Additional Information

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Equal Opportunity Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Benefits and Compensation

You can also expect…

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
• Recognition of individual efforts through a rewards program that promotes a long-term career, your financial security, and well-being of you and your family
• Full-time Associates receive benefits including medical, dental, vision, voluntary benefits, disability, life insurance, 401k, and paid holidays and vacation.

You'll be competitively compensated…

• Edward Jones believes in a human-centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• The salary range shown is a subset of the total pay range with opportunities for merit-based increases.