Branch Office Administrator

Edward Jones; Windham (ME); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a leading financial services firm as a Branch Office Administrator, where you will be the first point of contact for clients. This full-time role offers competitive pay, comprehensive training, and opportunities for professional growth. You'll manage client accounts, provide exceptional service, and support financial advisors in achieving clients' financial goals. With a focus on teamwork and continuous improvement, you will thrive in an inclusive environment that values diverse perspectives.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Holidays

Vacation

Sick Leave

Personal Days

Bonus Opportunities

Profit Sharing

Qualifications

• Successful candidates typically possess strong analytical and conversational skills.
• Proficiency with technology and digital tools is essential.

Responsibilities

• Deliver personalized client service via calls, emails, and face-to-face interactions.
• Participate in business planning and develop strategies.
• Drive marketing activities and events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

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

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 teams are small, usually two or three people, with the Client Support Team Professional role being a critical part of that team. You are the first voice clients hear and the first face they see. Your main responsibility is to understand your clients deeply to help identify and resolve their problems proactively. You and your financial advisor work together to help clients reach their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 778 Roosevelt Trail, Windham, ME

This job posting remains open for 30 days from 14-May-2025 but may close early due to volume of applicants.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role may be ideal. BOAs support financial advisors in helping clients achieve their long-term financial goals. They provide administrative support, work closely with clients and advisors, and are valued members of the support team. We appreciate diverse professional backgrounds and viewpoints.

Role Summary

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

We provide comprehensive support including:

• 6-month training with mentorship from experienced peers
• Support network from branch to regional and corporate levels
• Independent work with backing of a large team

Key Responsibilities

• Deliver personalized client service via calls, emails, and face-to-face interactions
• Participate in business planning and develop strategies
• Listen actively to client needs and identify opportunities for additional services
• Drive marketing activities and events

Additional Benefits

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition programs supporting career and financial security
• Full-time benefits including medical, dental, vision, 401k, paid holidays, vacation, sick leave, personal days, bonus and profit sharing opportunities, Employee Assistance Program, and more. For details, visit our benefits page.

Compensation

Competitive, based on a human-centered approach, with bonus opportunities. The pay range is:

• Minimum: $22.50
• Maximum: $23.91

Merit increases are possible as you grow in the role.

Skills and Requirements

Successful candidates typically possess:

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

Role Requirements

• Provide exceptional client service via various channels, maintaining strong relationships
• Learn and understand financial services, handle account transactions, and maintain accurate records
• Perform administrative tasks independently, support marketing, and streamline processes
• Be proficient with technology, including MoneyGuide, Salesforce, Microsoft Office, and other software

Awards & Recognition

We value our associates' contributions and have received numerous awards. Details can be found in our awards and accolades sections for both U.S. and Canada.

About Us

Edward Jones is a Fortune 500 company focused on client partnership, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We prioritize our purpose: partnering for positive impact, improving lives, and fostering an inclusive, innovative, and supportive work environment. We do not discriminate based on race, gender, religion, or other protected categories.

Additional Information

Role seniority: Associate

Employment type: Full-time

Job function: General Business, Administrative, Customer Service