Branch Office Administrator

Edward Jones; Hollis (NH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) retirement plan

Paid holidays and vacation

Employee assistance program

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with essential administrative services. You will assist with account openings, transfers, and record-keeping while delivering exceptional service via phone, email, and in-person interactions.

Join a collaborative team with comprehensive 6-month training and a wide support network from branch to home office, offering growth opportunities and a structured career path.

Qualifications

• Experience in office administration or similar role preferred.
• Strong communication, organization, and time-management skills.

Responsibilities

• Delivering personalized client service via calls, email, and in‑person interactions.
• Open accounts and process transfers and transactions with accuracy.
• Maintain client records and documentation.
• Support marketing initiatives and events at the branch.
• Assist advisors with administrative tasks and scheduling.
• Learn and use MoneyGuide, Salesforce and firm-provided software.

Skills

Administrative support

Client service

Microsoft Office

Team collaboration

Learning mindset

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Dear you are looking for a fulfilling career? The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long‑term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

Support & Development

• Comprehensive 6-month training including an experienced peer mentor.
• A wide support network that extends from your branch office to the region and the home office.
• Opportunities to work independently while being backed by a team of thousands.

Key Responsibilities

• Delivering exceptional personalized service: Ensure clients feel understood and informed.
• Annual business planning: Take an active role in developing strategies for the upcoming year.
• Client listening: Identify situations in clients’ lives that may indicate a need for additional services.
• Marketing activities: Plan and execute events.
• Client Service: Provide exceptional service via inbound and outbound calls, email, and in‑person interactions; resolve issues and maintain strong relationships.
• Account Management: Learn and understand the financial services industry; open accounts, handle transfers, process transactions, and maintain accurate records.
• Administrative & Operational Support: Independently schedule appointments, prepare materials, manage correspondence, support marketing initiatives, and streamline processes with updated SOPs.
• Technology: Demonstrate strong computer literacy and willingness to learn new technology such as MoneyGuide, Salesforce, Microsoft Office products, and other firm‑provided software.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness, short- and long-term disability, basic life, and basic AD&D coverage at no cost.
• 401(k) retirement plan with employer contributions.
• Health savings account and flexible spending account.
• 10 paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism.
• Access to the Employee Assistance Program.

Compensation

Edward Jones offers a competitive base salary accompanied by discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance. Merit‑based salary increases are available as you progress in the BOA role.

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.