Branch Office Administrator

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

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, with two or three members, including a financial advisor. In a Client Support Team Professional role, you are a critical member, being the first voice clients hear and face they see. Your main responsibility is to understand your clients deeply to help identify and anticipate their needs, working closely with financial advisors to help them achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 310 Millstone Drive Suite 2, Hillsborough, NC

This job posting is anticipated to remain open for 30 days from 16-May-2025, but may close earlier due to application volume.

If you are seeking a fulfilling career, the Branch Office Administrator (BOA) role might be suitable for you. BOAs support financial advisors in helping clients reach their long-term financial goals. The primary role involves providing administrative support, and we value diverse professional backgrounds that contribute to our success.

Role Summary

As a Branch Office Administrator, you will be a vital part of our team, supporting clients seamlessly by managing accounts, facilitating communication, and ensuring a positive experience. This role offers growth opportunities in a dynamic environment.

We provide support including:

• Comprehensive 6-month training with mentoring from experienced peers
• A broad support network from your branch to regional and home offices
• Independent work with backing from a large team

Key Responsibilities

• Deliver personalized client service via calls, emails, and in-person interactions
• Assist in business planning and strategy development
• Identify client needs through active listening and engagement
• Plan and execute marketing events

Additional Benefits and Culture

• Focus on continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition programs, bonuses, profit sharing, and comprehensive benefits including health, dental, vision, retirement plans, paid holidays, vacation, sick leave, and more

Compensation

Edward Jones emphasizes a human-centered approach and shares success through various incentive programs.

Hiring Minimum: $22.50

Hiring Maximum: $23.91

Merit increases are possible as you progress in the role.

Skills and Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• Provide exceptional client service via multiple channels
• Understand and handle account transactions and documentation
• Support administrative and operational tasks independently
• Learn and utilize technology like MoneyGuide, Salesforce, Microsoft Office, etc.

Awards & Accolades

We celebrate our associates' contributions and recognitions, emphasizing a culture of belonging and inclusion.

About Us

Edward Jones is a Fortune 500 company dedicated to positive impact, with over 9 million clients and 20,000 advisors across North America. We focus on our clients and community, fostering an inclusive and innovative environment where people are valued and supported.