Branch Office Administrator

Job Overview

The Branch Office Administrator (BOA) supports financial advisors by managing client accounts, facilitating communication, and ensuring an exceptional client experience at Edward Jones. This full‑time position is located at 228 E Genesee St, Lapeer, MI, and will remain open for approximately 30 days from 06-Feb-2026.

• Full‑Time
• Location:
  
  228 E Genesee St, Lapeer, MI
• Posting period: 06-Feb-2026 to approximately 06-Mar-2026 (may close earlier)

As a BOA, you will be a vital part of the client support team, providing seamless administrative support to one or more financial advisors, helping clients achieve their long‑term financial goals, and contributing to a positive, inclusive work environment.

• Comprehensive 6‑month training and mentorship from experienced peers
• Extensive support network across branch, region, and home office
• Opportunity to work independently while being backed by a team of thousands

• Client Service:
  Deliver exceptional service via inbound/outbound calls, email, and in‑person interactions; resolve inquiries and ensure a stellar experience.
• Account Management:
  Open accounts, handle transfers and other client requests, process transactions, prepare documentation, and maintain accurate records.
• Administrative & Operational Support:
  Schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives, and streamline processes through SOP updates.
• Technology:
  Proficient use of Money Guide, Salesforce, Microsoft Office, and other firm‑provided software; willingness to learn new tools.

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, team collaboration
• Strong computer literacy and a willingness to learn new technologies
• Ability to work independently while collaborating effectively within a team

Edward Jones offers a competitive compensation package that includes base pay, discretionary and variable bonuses, and a comprehensive benefits program that covers medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, life insurance, 401(k) retirement plan, and additional paid holidays. New full‑time associates receive 15 days of vacation, sick time, personal days, and a paid day for volunteerism.

Hiring Minimum: $26.10

Hiring Maximum: $28.26

• Culture of continuous improvement and professional development
• Inclusive environment that values diverse viewpoints
• Recognition program for individual efforts
• Access to Employee Assistance Program and flexible benefits

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.