Branch Office Administrator

Overview

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, our field associates are branch teams. In a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door.

Your responsibilities include getting to know your clients so well that you help them identify their problems and anticipate needs, working with your financial advisor to help clients achieve their financial goals.

Position

Schedule:

Full-Time

Branch Address: 1 Conti Circle Suite 2, Barre, VT

This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants.

If you are looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve long-term financial goals. The primary role is to provide administrative support to a financial advisor or a team of multiple financial advisors. We are proud to serve over nine million clients and value diverse viewpoints.

• Provide seamless client support, support client accounts, facilitate communication, and ensure a positive client experience.
• Support client accounts, assist in annual business planning processes, and help develop strategies for the upcoming year.
• Actively listen for situations that may indicate a need for additional services.
• Contribute to marketing activities by planning and executing events.

• Comprehensive 6-month training with an experienced mentor
• Extensive support network from branch to home office
• Independent work with a large support team backing you

• Competitive compensation with a human-centered approach and opportunities based on branch and firm profitability and individual performance.
• Hiring Minimum: $22.50;
  Hiring Maximum: $24.36
• Full-time associates receive medical, dental, vision, disability, life, 401k, health accounts, paid holidays, vacation, sick time, personal days, volunteer day, bonuses and profit sharing eligibility, and access to Employee Assistance Program. For details, view the benefits page.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• Client Service:
  Provide exceptional service via inbound/outbound calls, email, and in-person interactions; resolve inquiries and build client relationships.
• Account Management:
  Learn the financial services industry; manage account openings, transfers, and requests; maintain client records.
• Administrative & Operational Support:
  Independently support the financial advisor; scheduling, meeting materials, correspondence, marketing support; update SOPs and support branch business plan.
• Technology:
  Proficient with computers and willingness to learn Money Guide, Salesforce, MS Office, and other firm software.

We value associates  contributions and recognitions. Explore Edward Jones awards and accolades.

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 and focused on clients. Our purpose is to partner for positive impact to improve lives and communities. We are an innovative, flexible, and inclusive organization that attracts performance excellence and a sense of belonging. We are committed to inclusivity and equal opportunity.

View our Purpose, Inclusion and Citizenship Report. Fortune 500 ranking noted as of June 2024. 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 law.