Branch Office Administrator

Branch Office Administrator – Edward Jones

Join to apply for the Branch Office Administrator role at Edward Jones. This role is full‑time.

The Branch Office Administrator (BOA) partners with financial advisors to support client accounts, facilitate communication, and contribute to a positive client experience.

Branch Address: 3675 Green Level West Rd, Suite 201, Apex, NC.

• Provide exceptional client service via inbound/outbound calls, emails, and in‑person interactions.
• Respond to inquiries, resolve issues, and maintain strong client relationships.
• Open accounts, manage transfers, handle transaction processing, and maintain accurate client records.
• Execute administrative tasks, including scheduling, preparing meeting materials, managing correspondence, and supporting marketing initiatives.
• Streamline processes, update SOPs, and contribute to branch business plans.
• Use technology such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration
• Strong computer literacy and willingness to learn new technology

• Comprehensive 6‑month training with an experienced mentor.
• Wide support network from branch to regional to home office.
• Independent work with backing from a large team.

• Medical, prescription drug, dental, vision, voluntary benefits.
• Short‑ and long‑term disability, basic life, AD&D at no cost.
• 401(k) retirement plan, HSAs, FSAs.
• 10 paid holidays, 15 days vacation (new associates), sick time, personal days, paid day for volunteerism.
• Potential bonuses and profit sharing;
  Employee Assistance Program.

Hiring minimum: $22.50 per hour;
Hiring maximum: $23.91 per hour;
Merit‑based salary increases available.

• Seniority Level
  :
  Entry level
• Employment Type
  :
  Full‑time
• Job Function
  :
  Administrative

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.