Branch Office Administrator

Edward Jones; Oakmont (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Branch Office Administrator to support financial advisors and enhance client experiences. This full-time role involves managing client accounts, providing exceptional service, and contributing to a dynamic team environment. Ideal candidates will possess strong communication skills and a commitment to client success.

Benefits

Comprehensive 6-month training with mentorship

Support network from branch to corporate levels

Recognition programs and bonuses

Health, dental, vision, and retirement plans

Paid holidays, vacation, and personal days

Qualifications

• Successful BOAs typically possess strong communication and analytical skills.
• Proficiency in digital tools and teamwork is essential.

Responsibilities

• Provide exceptional client service via calls, emails, and in-person interactions.
• Manage accounts, process transactions, and maintain accurate records.
• Support administrative tasks like scheduling and preparing meeting materials.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Communication Skills

Digital Tool Proficiency

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

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 associates are called branch teams. Most of our teams are small, with two or three members. In a Client Support Team Professional role, you are a key member, working alongside the financial advisor. You are often the first voice clients hear or face they see. Your main responsibility is to understand your clients deeply to help identify and anticipate their needs, working closely with the financial advisor to help them reach their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 529 Allegheny Ave, Oakmont, PA

This posting is open for 30 days from 15-May-2025, but may close early due to application volume.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role might be ideal. BOAs support financial advisors in helping clients achieve their long-term financial goals. Their main role is administrative support, and they are a valued part of our client support team, contributing to our success through diverse backgrounds and perspectives.

Role Summary

As a Branch Office Administrator, you will support our clients seamlessly, manage client accounts, facilitate communication, and ensure a positive experience. This is a great opportunity for career growth in a dynamic environment.

Support and Benefits

• Comprehensive 6-month training with mentorship
• Support network spanning from your branch to regional and corporate levels
• Independent work with extensive backing from a large team

We also offer:

• A culture emphasizing continuous improvement and professional growth
• An inclusive environment valuing diverse viewpoints
• Recognition programs, bonuses, profit sharing, and benefits including health, dental, vision, retirement plans, paid holidays, vacation, sick leave, personal days, and volunteer days

Compensation

We believe in a human-centered approach and share success through various compensation programs, including bonuses and merit increases.

Hiring Range: $22.50 - $23.91

Skills & Requirements

Successful BOAs typically possess:

• Analytical Thinking
• Attention to Detail
• Adaptability
• Communication Skills
• Digital Tool Proficiency
• Team Collaboration

Role Responsibilities

• Provide exceptional client service via calls, emails, and in-person interactions
• Manage accounts, process transactions, and maintain accurate records
• Support administrative tasks like scheduling, preparing meeting materials, and marketing support
• Utilize technology such as MoneyGuide, Salesforce, and Microsoft Office

About Us

Edward Jones is a Fortune 500 company focused on positive impact, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We value our associates' contributions and foster an inclusive, innovative environment.