Branch Office Administrator

Edward Jones; New Holland (Lancaster County); On-site; USD 60,000 - 80,000; Full time

Job summary

A forward-thinking company is seeking a dedicated Branch Office Administrator to join their team. In this full-time role, you will collaborate with Financial Advisors to provide personalized service to clients, helping them achieve their financial goals. This position offers comprehensive training and a supportive work environment that values diversity and continuous improvement. If you're looking for a fulfilling career in a dynamic setting, this opportunity may be perfect for you.

Benefits

Comprehensive 6-month training with mentorship

Wide support network from branch to regional and head office

Recognition programs and benefits including health, retirement, and paid time off

Qualifications

• Ability to deepen client relationships and identify efficiency opportunities.
• Proficient in office technology and willing to learn about financial services.

Responsibilities

• Deliver personalized service to clients and assist in annual business planning.
• Plan and execute marketing events while identifying client needs.

Skills

Client Relationship Management

Efficiency Identification

Independent Work

Office Technology Proficiency

Financial Services Knowledge

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

$22.00/hr - $23.00/hr

Job Overview

Position Schedule: Full-Time

Branch Address: 201 East Main St, New Holland, PA

This job posting is anticipated to remain open for 30 days, from 25-Apr-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. We value diverse backgrounds and viewpoints, which help us achieve results.

Support and Benefits

• Comprehensive 6-month training with mentorship
• Wide support network from branch to regional and head office
• Independently work with a team backing you

Key Responsibilities

• Deliver personalized service to clients
• Assist in annual business planning
• Identify client needs and opportunities
• Plan and execute marketing events

Work Environment & Culture

• Culture of continuous improvement and professional development
• Inclusive environment valuing different viewpoints
• Recognition programs and benefits including health, retirement, and paid time off

Compensation

Hiring Minimum: $22.50

Hiring Maximum: $23.91

Skills & Requirements

• Ability to deepen client relationships
• Identify efficiency opportunities
• Work independently and manage priorities
• Proficient in office technology
• Willing to learn financial services/markets

About Us

Edward Jones is a Fortune 500 company focused on client service, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We value diversity, inclusion, and community impact.