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Branch Office Administrator
Branch Office AdministratorEdward Jones • Burlington, VT, US
Branch Office Administrator

Branch Office Administrator

Edward Jones • Burlington, VT, US
8 days ago
Job type
  • Full-time
Job description

Overview

This job posting is open for 30 days from 16-Sep-2025 and may close early due to applicant volume. Edward Jones is a Fortune 500 company focused on clients, with a purpose to partner for positive impact and to improve the lives of clients and colleagues. We are an innovative, flexible, and inclusive organization that values belonging and performance excellence. We are committed to serving over nine million clients and supporting a team of financial advisors nationwide.

We are seeking a Branch Office Administrator (BOA) to partner with financial advisors in helping clients achieve their long-term financial goals. The BOA provides administrative support to a financial advisor or a team of advisors and is a valued part of the client support team.

Role Summary

As a Branch Office Administrator, you will be a vital part of the team, supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a growth opportunity 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 experienced peers to mentor you
  • A wide support network from the branch to region to the home office
  • Independent work with thousands backing you every step of the way

Can you see yourself…

  • Delivering exceptional personalized service to ensure clients feel understood and informed
  • Playing an active role in annual business planning to develop strategies for the upcoming year
  • Actively listening for client situations that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events
  • What skills would make you a successful BOA?

  • 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 ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
  • Account Management : Learn and understand the financial services industry. Include account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
  • Administrative & Operational Support : Work independently under the guidance of the financial advisor. Handle administrative tasks including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes with updating SOPs and strategically execute on the branch business plan.
  • Technology : Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
  • You can also expect

  • A culture of continuous improvement and professional development that respects individuals and their unique contributions
  • An inclusive environment where diverse viewpoints are valued and help achieve results
  • A rewards program recognizing individual efforts to support long-term career, financial security, and well-being
  • Full-time associates receive a comprehensive benefits package and related information available on the benefits page
  • Equity and nondiscrimination Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by law.

    Compensation note You'll be competitively compensated. Edward Jones applies a human-centered approach to share success with associates through discretionary and variable compensation programs, including bonuses based on branch and firm profitability and individual performance.

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    Office Administrator • Burlington, VT, US

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