Part Time Branch Office Administrator

Branch Office Administrator (BOA)

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.

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Assist in the annual business planning process to develop strategies for the upcoming year.
• Support marketing activities such as planning and executing events.
• Handle 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.
• Manage administrative tasks including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Support branch business plan execution and streamline processes with updated SOPs.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

• Comprehensive 6-month training with experienced peer mentor.
• A wide support network across the region and home office.
• Competitive compensation with bonus opportunities based on branch and firm profitability.
• Part-time associates eligible for medical, prescription drug coverage, HSA, FSA, voluntary benefits, well-being programs, and retirement plan when meeting hours.

Position:
Branch Office Administrator (BOA) – Part-time

Location:

88 Hammond St, Bangor, ME

Posting open for 30 days from 19-Dec-2025.

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.