Branch Office Administrator SK

Position Schedule :
Full-Time

Branch Address : 3-419 Ludlow Street, Saskatoon, SK

Role Summary
As a Branch Office Administrator (BOA), 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.

Support and Development

Comprehensive 6‑month training including an experienced peer mentor

A wide support network that extends from your branch office to your region to the home office

You’ll often work independently but have a team of thousands backing you every step of the way

Key Responsibilities

Deliver exceptional personalized service to ensure clients feel understood and informed

Take an active role in the annual business planning process to assist in developing strategies for the upcoming year

Actively listen for situations in clients’ lives that may indicate a need for additional services

Drive marketing activities such as planning and executing events

Provide client service via inbound/outbound calls, email, and in‑person interactions; resolve inquiries and issues

Assist with account opening, transfers, and other transactional requests under the direction of the financial advisor

Prepare documentation, maintain accurate client records, and manage correspondence

Schedule appointments and prepare materials for client meetings

Support marketing initiatives and streamline processes by updating SOPs and executing the branch business plan

Utilize technology such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software

Skills & Requirements

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Strong computer literacy and willingness to learn new technology

Ability to work independently under the direction of a financial advisor

Compensation and Benefits

Competitive salary:
Hiring minimum $49,700 and hiring maximum $54,900

Bonus potential, profit sharing, and a 401(k) (U.S.) or Group RRSP (Canada)

Paid time off including vacation, sick, holidays and personal days

Health benefits

Rewards program supporting long‑term career, financial security and well‑being of you and your family

Edward Jones is an equal opportunity employer.  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.

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