Branch Office Administrator

Edward Jones; Rochester (NH); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading financial services firm as a Branch Office Administrator, where you'll support financial advisors and provide exceptional service to clients. This role offers comprehensive training, a supportive culture, and numerous benefits, including medical coverage and a 401k plan. You'll be integral to the client support team, ensuring a positive experience while managing accounts and facilitating communication. If you're a relationship builder and problem solver, this opportunity could be your next career step.

Benefits

Comprehensive 6-month training with mentorship

Medical, dental, vision benefits

401k, HSA, FSA

Paid holidays, vacation, sick leave

Bonuses, profit sharing

Employee assistance programs

Qualifications

• Successful BOAs typically possess strong analytical and conversational skills.
• Experience in client service and digital tools is essential.

Responsibilities

• Deliver personalized service to clients via calls, email, and in-person.
• Manage accounts, process transactions, and maintain records.
• Support administrative and operational tasks independently.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

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

$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 intentional in calling our field associates branch teams. Most of our teams are small, and as a Client Support Team Professional, you are a key member along with the financial advisor. You are often the first voice clients hear and the first face they see. Your main responsibility is to understand your clients deeply to help them identify and solve their financial issues, working closely with the financial advisor to help clients achieve their goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 120 Washington St Suite 206, Rochester, NH

This job posting is expected to remain open for 30 days from 12-May-2025, but may close early due to volume of applicants.

If you're seeking a fulfilling career, the Branch Office Administrator (BOA) role might be right for you. BOAs support financial advisors in helping clients reach their financial goals. The primary role involves providing administrative support, managing client accounts, and facilitating communication. Our BOAs are an integral part of the client support team, valued for their diverse backgrounds and perspectives.

Role Summary

As a Branch Office Administrator, you'll support our team by providing seamless service to clients, managing accounts, and ensuring a positive experience. This role offers growth in a dynamic environment.

We support you with:

• Comprehensive 6-month training with mentorship
• A broad support network from your branch to regional and head office levels
• Opportunities to work independently with backing from thousands of colleagues

What you might do...

• Deliver personalized service to clients, ensuring they feel understood and informed
• Participate in annual business planning and strategy development
• Listen actively to clients' situations to identify additional needs
• Plan and execute marketing events

Additional benefits and culture

• A culture focused on continuous improvement and professional development
• An inclusive environment valuing diverse viewpoints
• Recognition programs supporting long-term careers and well-being
• Full-time benefits include medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, HSA, FSA, paid holidays, vacation, sick leave, personal days, volunteer days, bonuses, profit sharing, and employee assistance programs.

Compensation

We believe in a human-centered approach and sharing success through bonus and variable pay programs, including merit-based increases.

Hiring Range: $23.85 - $25.35

Skills & Requirements

Successful BOAs typically possess:

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Role responsibilities include:

• Providing exceptional client service via calls, email, and in-person interactions
• Managing accounts, processing transactions, and maintaining records
• Supporting administrative and operational tasks independently
• Learning and using technology like MoneyGuide, Salesforce, Microsoft Office

About Us

Edward Jones is a Fortune 500 company dedicated to putting people first, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We value diversity, inclusion, and community impact, and are committed to a supportive, respectful workplace.