Branch Office Administrator

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Base pay range: $22.00/hr - $23.00/hr

The Branch Office Administrator (BOA) provides essential administrative support to financial advisors and their teams, ensuring a seamless client experience. The BOA serves as the first point of contact for clients, both by phone and in person, and works closely with advisors to manage client accounts, schedule meetings, and support marketing initiatives. The role requires strong relationship building, problem solving, and critical thinking skills.

• Provide administrative support to one or more financial advisors.
• Facilitate client communication and ensure high‑quality service.
• Manage client account transactions, documentation, and records.
• Support marketing activities, including event planning and execution.
• Collaborate with the client support team to achieve business goals.

• Comprehensive 6‑month training with a peer mentor.
• Extensive support network from branch to home office.
• Inclusive workplace that values diverse perspectives.
• Full medical, dental, vision, and prescription coverage.
• Short‑ and long‑term disability, basic life, and AD&D at no cost.
• 401(k) plan with employer match; health savings and flexible spending accounts.
• 10 paid holidays; 15 days of vacation for new associates as of January 1 each year.
• Paid days for volunteerism; eligible for bonuses and profit sharing.
• Employee Assistance Program and performance‑based incentive programs.

• Minimum: $22.50/hr
• Maximum: $23.91/hr

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Client Service: exceptional inbound and outbound communication via phone, email, and in‑person.
• Account Management: account opening, transfers, and transaction processing.
• Administrative & Operational Support: scheduling, materials preparation, and marketing support.
• Technology Proficiency: experience with Money Guide, Salesforce, Microsoft Office, and other firm software.

• Client Service:
  Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions.
• Account Management:
  Learn and understand the financial services industry; handle account transactions and maintain accurate client records.
• Administrative & Operational Support:
  Work independently at the direction of the financial advisor; support scheduling, materials, correspondence, and marketing initiatives.
• Technology:
  Strong computer literacy and willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

Edward Jones celebrates a culture of belonging, recognition, and community impact. Awards and accolades can be viewed at the company’s blog posts and information pages for the U.S. and Canada.

Edward Jones is a Fortune 500, privately owned, client‑first financial services firm serving over 9 million clients and 20 000 financial advisors. With a focus on partnership, innovation, and inclusion, the firm empowers associates and clients to achieve lasting financial success.

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, and provides full equal employment opportunities to all qualified applicants.

Associate

Full‑time

General Business, Administrative, and Customer Service

This posting is anticipated to remain open for 30 days from 17‑Dec‑2025, but may close early due to volume of applicants.

Branch Office Administrator (BOA) role – Raleigh, NC 10320 Durant Road Ste 111, Raleigh, NC