Branch Office Administrator

Position Details

Job Title:

Branch Office Administrator (BOA)

Position

Schedule:

Full-Time

Branch Address: 1315 N Meridian St, Portland, IN

This job posting is anticipated to remain open for 30 days, from 02-Jan-2026.

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.

Part of your support includes:

• 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 listening for situations in the clients’ lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

Key responsibilities include:

• 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:
  Learn and understand the financial services industry; handle account opening, transfers, and other requests; process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Work independently at the direction of the financial advisor; schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, streamline processes and execute the branch business plan.
• Technology:
  Maintain strong computer literacy and willingness to learn tools 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

Hiring Minimum: $21.38 per hour

Hiring Maximum: $22.71 per hour

• Comprehensive 6‑month training, including peer mentoring.
• A wide support network from your branch to the home office.
• Inclusive environment valuing diverse viewpoints.
• Recognition through a rewards program promoting long‑term career, financial security, and well‑being.
• Full compensation package: medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life and AD&AD coverage (at no cost), 401k with match, health savings and flexible spending accounts, 10 paid holidays, 15 days vacation, sick time, personal days, paid volunteer days, bonuses and profit sharing opportunities, employee assistance program.

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, putting the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improve lives of clients and colleagues, and better communities.

We do 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.

Entry level

Full-time

Administrative