Talent.com
Branch Office Administrator
Branch Office AdministratorEdward Jones • Woodstock, GA, United States
No longer accepting applications
Branch Office Administrator

Branch Office Administrator

Edward Jones • Woodstock, GA, United States
4 days ago
Job type
  • Full-time
Job description

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 very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule : Full-Time

Branch Address : 300 Parkbrooke Place Ste 330, Woodstock, GA

This job posting is anticipated to remain open for 30 days, from 31-Oct-2025. The posting may close early due to the volume of applicants.

If you find yourself looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity for you. 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're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

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.

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 to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • You'll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself...

  • 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
  • Driving marketing activities such as planning and executing events
  • You can also expect...

  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
  • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
  • Full-time Associates receive the following benefits :
  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .

    You'll be competitively compensated...

  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
  • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
  • Hiring Minimum : $23.85

    Hiring Maximum : $25.35

    Read More About Job Overview

    Skills / Requirements

    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 : Aptitude to learn and understand the financial services industry. Includes 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 : Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining 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.
  • Read More About Skills / Requirements

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Read More About Awards & Accolades

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose : We 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.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report .

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    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 applicable law.

    Create a job alert for this search

    Office Administrator • Woodstock, GA, United States

    Related jobs
    Branch Manager - Rome

    Branch Manager - Rome

    LGE Community Credit Union • Rome, GA, United States
    Full-time
    Financial Center Manager / Branch Manager - Take Charge, Drive Results, Lead the Future.This isn't just a management role-it's a mission. The Branch Manager owns every aspect of their branch's success...Show more
    Last updated: 30+ days ago • Promoted
    Branch Manager - Norcross Peachtree

    Branch Manager - Norcross Peachtree

    Georgia Staffing • Norcross, GA, US
    Full-time +1
    Business Banking Center Branch Manager.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for o...Show more
    Last updated: 6 days ago • Promoted
    Branch Manager (Riverbend Branch)

    Branch Manager (Riverbend Branch)

    Regions Financial • Rome, GA, US
    Full-time
    At Regions, the Branch Manager is responsible for maintaining an engaged, operationally sound, and high performing team dedicated to improving the financial wellness of our customers.This position ...Show more
    Last updated: 30+ days ago • Promoted
    Business Office Manager

    Business Office Manager

    Cameron Hall - Canton • Canton, GA, US
    Full-time
    TerraBella Senior Living is the proud operator of more than 30 plus, amenity-, care- and lifestyle-focused communities located throughout the Carolinas, Virginia, Kentucky, Georgia, and Tennessee.T...Show more
    Last updated: 13 days ago • Promoted
    Office Manager

    Office Manager

    Jobot • Canton, GA, US
    Full-time
    Join a global leader in chocolate & bakery tech as our Office Manager — organize, connect, and make operations run sweetly in Canton, GA!. This Jobot Job is hosted by : Jamie Beene.Are you a fit? Eas...Show more
    Last updated: 12 days ago • Promoted
    Orthodontic Office Manager

    Orthodontic Office Manager

    Sage Dental • Roswell, GA, US
    Full-time
    Sage Dental is the leading Dental Support Organization (DSO) in the Southeast, and we are continuing to grow! At Sage, people are at the core of everything we do. We are looking for dynamic and tale...Show more
    Last updated: 1 day ago • Promoted
    Accounting Manager

    Accounting Manager

    Jobot • Austell, GA, US
    Full-time
    Manufacturing Industry | Onsite position in 30168.This Jobot Job is hosted by : Zach Allison.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $110,...Show more
    Last updated: 30+ days ago • Promoted
    Billing Supervisor

    Billing Supervisor

    Quickbox • Atlanta, GA, US
    Full-time
    The Billing Supervisor is responsible for ensuring the accurate and timely recording of all billable activities within the organization. This position is critical to maintaining financial accuracy b...Show more
    Last updated: 30+ days ago • Promoted
    Office Supervisor - Bariatric Surgery Marietta

    Office Supervisor - Bariatric Surgery Marietta

    Wellstar Health System • Marietta, GA, US
    Full-time
    How would you like to work in a place where your contributions and ideas are valued? A place where you can serve with compassion, pursue excellence and honor every voice? At Wellstar, our mission i...Show more
    Last updated: 7 days ago • Promoted
    COMMISSIONING MANAGER

    COMMISSIONING MANAGER

    Carter Machinery Company • Atlanta, GA, US
    Full-time
    Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D. Commissioning Manager in the Atlanta, Georgia area.The Commissioning...Show more
    Last updated: 30+ days ago • Promoted
    Manager, Office (Part-Time)

    Manager, Office (Part-Time)

    USTA Southern • Peachtree Corners, GA, US
    Part-time
    This part-time position will ensure operations run efficiently, and staff stay supported, as we grow the game of tennis throughout the Southern Section. This key role will be the organizational back...Show more
    Last updated: 30+ days ago • Promoted
    Business Office Manager

    Business Office Manager

    Greenwood Place • Marietta, GA, US
    Full-time
    TerraBella Senior Living is the proud operator of more than 30 plus, amenity-, care- and lifestyle-focused communities located throughout the Carolinas, Virginia, Kentucky, Georgia, and Tennessee.T...Show more
    Last updated: 19 days ago • Promoted
    Accounting Specialist

    Accounting Specialist

    Jobot • Carrollton, GA, US
    Permanent
    World-class Company offering amazing benefits & Many more perks!!.This Jobot Job is hosted by : Nicole Poley.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resu...Show more
    Last updated: 30+ days ago • Promoted
    Branch Manager

    Branch Manager

    White Cap • Norcross, GA, US
    Full-time
    A position at White Cap isn't your ordinary job.You'll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is commi...Show more
    Last updated: 5 days ago • Promoted
    Branch Manager (Ballground Branch)

    Branch Manager (Ballground Branch)

    Regions Financial • Ball Ground, GA, US
    Full-time
    At Regions, the Branch Manager is responsible for maintaining an engaged, operationally sound, and high performing team dedicated to improving the financial wellness of our customers.This position ...Show more
    Last updated: 18 days ago • Promoted
    Branch Manager (Ballground Branch)

    Branch Manager (Ballground Branch)

    Georgia Staffing • Ball Ground, GA, US
    Full-time
    At Regions, the Branch Manager is responsible for maintaining an engaged, operationally sound, and high performing team dedicated to improving the financial wellness of our customers.This position ...Show more
    Last updated: 6 days ago • Promoted
    Office Lead

    Office Lead

    Volkert Inc • Atlanta, GA, US
    Full-time
    Are we the road to your future?.We are currently searching for an experienced.To be considered for this position, applicants must. Civil engineering from ABET accredited engineering program.Office M...Show more
    Last updated: 30+ days ago • Promoted
    COMMISSIONING MANAGER

    COMMISSIONING MANAGER

    Carter Machinery Company, Inc • Atlanta, GA, United States
    Full-time
    Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D. Commissioning Manager in the Atlanta, Georgia area.The Commissioning...Show more
    Last updated: 25 days ago • Promoted