Branch Office AdministratorEdward Jones • Hagerstown, IN, US
Branch Office Administrator
Edward Jones • Hagerstown, IN, US
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionProvide administrative and operational support, schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives Develop and maintain accurate client records, process account openings and transfers as directed by the advisor Work independently with guidance from the advisor, contributing to the branch business plan Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Client Service : Provide exceptional service to clients via inbound / outbound calls, email, and in-person interactions; develop and maintain relationships with clients, referral sources, and internal team members Account Management : Learn and understand the financial services industry; handle account openings, transfers, and other requests; process transactions and maintain client records Administrative & Operational Support : Work independently under the direction of the financial advisor; manage scheduling, materials for meetings, correspondence, and marketing initiatives; update SOPs and support branch business plan execution Technology : Proficiency with computers and willingness to learn firm-provided software such as MoneyGuide, Salesforce, and Microsoft Office Comprehensive compensation and benefits package including medical, dental, vision, disability, life insurance, 401k, health savings accounts, flexible spending accounts, paid holidays (ten per year), vacation, sick time, personal days, and paid volunteer time Bonuses and profit-sharing opportunities; potential for merit-based salary increases as you progress Employee Assistance Program and other benefits information available on the benefits page Hiring Minimum : $21.38 Hiring Maximum : $22.71 General Business, Administrative, and Customer Service Associate Full-time
Overview
Join to apply for the Branch Office Administrator role at Edward Jones
This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants.
Base pay range
$21.00 / hr - $22.00 / hr
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.
Team and environment
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 are intentional in calling our field associates branch teams; most teams are two or three people. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door.
Responsibilities
- Delivering exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients\' lives that may indicate a need for additional services
- Assisting with marketing activities, such as planning and executing events
- Provide administrative support to a financial advisor or team of advisors, including client account support and facilitating communication
What you will do to support client experience
Skills / Requirements
Role requirements
Benefits
Compensation notes
About Edward Jones
Edward Jones is a Fortune 500 company focused on helping clients with financial goals, with a private ownership structure. We emphasize purpose, inclusion, and community impact, and promote a culture of belonging, performance, and development.
Job function
Seniority level
Employment type
J-18808-Ljbffr
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