Branch Office Administrator

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

Job summary

Join a leading financial services firm as a Branch Office Administrator in Raleigh, NC. This full-time role involves supporting financial advisors and providing exceptional client service. Enjoy comprehensive training, a collaborative environment, and opportunities for professional growth. The position offers a competitive hourly rate and various benefits, including health coverage and paid time off.

Benefits

Health coverage

401k

Paid holidays

Vacation

Sick leave

Bonuses

Qualifications

• Provide exceptional client service and build relationships.
• Manage accounts and process transactions accurately.

Responsibilities

• Deliver exceptional personalized client service via phone, email, and in person.
• Assist in business planning and strategy development.
• Identify client needs through active listening.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital proficiency

Teamwork

Job description

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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, we call our field associates branch teams. Most teams are small, with two or three members, including the financial advisor and a Client Support Team Professional. You are the first voice clients hear when they call and the first face they see when they visit. Your key responsibility is to understand your clients deeply, helping them identify and anticipate their needs. You and your financial advisor work together to help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 5510 Six Forks Rd Suite 330, Raleigh, NC

This posting remains open for 30 days from 12-May-2025, but may close early due to high application volume.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role might be right for you. BOAs support financial advisors in serving clients' long-term financial goals. They provide administrative support, including account management, client communication, and operational tasks. Our BOAs are valued team members, contributing to our success through their diverse backgrounds and perspectives.

Role Summary

As a BOA, you will support clients seamlessly, manage accounts, facilitate communication, and ensure a positive experience. This role offers growth in a dynamic environment.

Support and Development

• Comprehensive 6-month training with mentorship
• Support network from branch to home office
• Opportunity to work independently with a large backing team

Key Responsibilities

• Deliver exceptional personalized client service via phone, email, and in person
• Assist in business planning and strategy development
• Identify client needs through active listening
• Plan and execute marketing events

Additional Benefits

• Culture of continuous improvement and professional growth
• Inclusive environment valuing diverse viewpoints
• Recognition programs and benefits including health coverage, 401k, paid holidays, vacation, sick leave, and bonuses

Compensation

• Range: $22.50 - $23.91 per hour
• Potential for merit increases and bonuses based on performance

Skills and Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital proficiency, teamwork

Role Requirements

• Provide exceptional client service and build relationships
• Manage accounts and process transactions accurately
• Support administrative and operational tasks independently
• Learn and utilize financial technology tools

Awards & Recognition

We celebrate our associates' contributions and have received multiple awards. Details can be found on our website.

About Us

Edward Jones is a Fortune 500 company focused on client service, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We prioritize our people, fostering an inclusive, innovative environment where everyone can thrive. Our purpose is to partner for positive impact, improving lives and communities.

Additional Details

Seniority level: Associate

Employment type: Full-time

Job function: General Business, Administrative, and Customer Service