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Branch Office Administrator
Branch Office AdministratorEdward Jones • Cheraw, SC, US
Branch Office Administrator

Branch Office Administrator

Edward Jones • Cheraw, SC, US
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Overview

This job posting is anticipated to remain open for 30 days, from 29-Sep-2025. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over nine million clients and 20,000 financial advisors across the U.S. and Canada, we're privately owned and focused on our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Edward Jones associates are seen, heard, respected, and supported. We believe this makes us the best place to start or build your career. This posting reflects the firm's commitments to purpose, inclusion and citizenship, and highlights the Branch Office Administrator role.

Role Summary

As a Branch Office Administrator (BOA), you'll be a vital part of our team, providing seamless support to our clients. You'll help with client accounts, facilitate communication, and ensure a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We'll give you the support you need. Our team will be there every step of the way, providing :

  • Comprehensive 6-month training including an experienced peer mentor
  • A wide support network from your branch to your region and the home office
  • You'll often work independently but will have a team of thousands backing you

Responsibilities

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

    • Skills and Attributes

  • Analytical thinking
  • Attention to detail
  • Adaptability
  • Conversational skills
  • Digital tool utilization
  • Team collaboration

    • Role Requirements

  • Client Service : Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and develop relationships with clients and referral sources.
  • Account Management : Learn and understand the financial services industry; handle account opening, transfers, and other requests as directed by the financial advisor; process transactions and maintain accurate client records.
  • Administrative & Operational Support : Work independently at the direction of the financial advisor; manage scheduling, meeting materials, correspondence, and marketing support; streamline processes and support the branch business plan.
  • Technology : Proficient computer skills with willingness to learn new software such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided tools.

    • Benefits and Culture

    At Edward Jones, we foster a culture of belonging and continuous improvement, with professional development and inclusive environment where diverse viewpoints are valued. Full-time associates receive a comprehensive benefits package including medical, dental, vision, disability, life insurance, 401k, health savings and flexible spending accounts, paid holidays, vacation, sick time, personal days, and volunteer time. Bonuses and profit sharing may be available, along with eligibility for the firm's Employee Assistance Program.

    Edward Jones is based on a legacy of partnership and privately held structure, with compensation programs that include discretionary and variable components and merit-based salary progression. The hiring minimum and maximum range are not the full pay range and there are opportunities for merit-based increases.

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    Office Administrator • Cheraw, SC, US