Branch Office Administrator

Edward Jones; Meridian (ID); On-site; USD 60,000 - 80,000; Full time

Job summary

Edward Jones seeks a Branch Office Administrator to provide vital support to financial advisors and enhance client experiences. This full-time role involves managing client accounts, facilitating communication, and participating in business strategy. Join a diverse team dedicated to professional growth and client satisfaction.

Benefits

Comprehensive 6-month training

Wide support network

Recognition programs and benefits

Qualifications

• Handle client inquiries and build relationships.
• Learn financial services and manage transactions.
• Work independently and support marketing efforts.

Responsibilities

• Deliver exceptional personalized service to clients.
• Participate in business planning and strategy development.
• Identify client needs through active listening.

Skills

Client Service

Account Management

Administrative Support

Technology

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

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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: 3949 E Overland Rd, Meridian, ID

This job posting is anticipated to remain open for 30 days, from 22-May-2025. The posting may close early due to the volume of applicants.

If you find yourself 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. We're proud to serve over nine million clients. 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. We value different viewpoints to help achieve results.

Role Summary

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

Support and Benefits

• 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
• Independently work with backing from a large team

What You'll Do

• Deliver exceptional personalized service to clients
• Participate in business planning and strategy development
• Identify client needs through active listening
• Plan and execute marketing activities

What We Offer

• A culture of continuous improvement and professional growth
• An inclusive environment valuing diverse viewpoints
• Recognition programs and benefits including health, dental, vision, retirement plans, paid holidays, vacation, and bonuses

Compensation

• Minimum: $21.38
• Maximum: $22.71
• Opportunity for merit-based increases and bonuses

Skills and Requirements

• Client Service: Handle inquiries, resolve issues, build relationships
• Account Management: Learn financial services, handle transactions, maintain records
• Administrative & Operational Support: Work independently, manage scheduling, support marketing
• Technology: Computer literacy, willingness to learn new software like MoneyGuide, Salesforce, Microsoft Office

About Us

Edward Jones is a Fortune 500 company committed to positive impact, diversity, and inclusion. We serve over nine million clients with a network of financial advisors across the U.S. and Canada. We value our associates' contributions and provide a supportive, inclusive workplace.