Branch Office Administrator

Edward Jones; Roanoke (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to join their team in Roanoke, Texas. This role involves providing administrative support to financial advisors and ensuring a positive client experience. Ideal candidates will excel in client service, account management, and possess strong technology skills.

Benefits

Comprehensive 6-month training

Wide support network

Full-time benefits including medical, dental, vision

Paid holidays and vacation

Potential bonuses

Responsibilities

• Provide exceptional service via calls, email, and in-person interactions.
• Handle account requests and learn financial services.
• Manage scheduling, documentation, and marketing support.

Skills

Client Service

Account Management

Administrative Support

Technology

Job description

Join to apply for the Branch Office Administrator role at Edward Jones.

Base pay range

$23.00/hr - $25.00/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, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 320 S Oak St Ste 208, Roanoke, TX

This job posting is anticipated to remain open for 30 days, from 23-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 & 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 support from a team of thousands

Can you see yourself...

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to develop strategies for the upcoming year
• Actively listening for situations in clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

What to Expect

• A culture of continuous improvement and professional development
• An inclusive environment valuing diverse viewpoints
• Recognition of individual efforts through a rewards program
• Full-time benefits including medical, dental, vision, retirement plans, paid holidays, vacation, sick leave, and potential bonuses

Compensation

• Minimum: $23.85
• Maximum: $25.35

Skills & Requirements

• Client Service: Provide exceptional service via calls, email, and in-person interactions
• Account Management: Learn and understand financial services, handle account requests
• Administrative & Operational Support: Work independently, handle scheduling, documentation, and marketing support
• Technology: Proficient in computer skills, willing to learn new software