Branch Office Administrator
Iron Mountain, Dickinson County, Michigan, 49801, USA
Listed on 2026-02-06
-
Finance & Banking
Financial Consultant, Business Administration -
Customer Service/HelpDesk
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, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and 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 – the first face they see when they walk in the door.
You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems – you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Position
Schedule:
Full‑Time
Branch Address: 126 Woodward Ave Suite B, Iron Mountain, MI
This job posting is anticipated to remain open for 30 days, from 29‑Jan‑2026. The posting may close early due to the volume of applicants.
If you find yourself 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 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. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.
We value different viewpoints to help achieve results.
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.
What We Provide- Comprehensive 6‑month training including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You often work independently but have a team of thousands backing you every step of the way
- 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
- A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
- An inclusive environment where everyone's different viewpoints are valued and help to achieve results
- Recognition of individual efforts through a rewards program that promotes a long‑term career, your financial security and the well‑being of you and your family
- Full‑time Associates receive the following benefits:
- Medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life and AD&D at no cost to associates.
- 401k retirement plan, health savings account, flexible spending account.
- Ten paid holidays, 15 days vacation for new associates starting Jan 1, sick time, personal days, paid volunteer day.
- Bonuses, profit sharing, Employee Assistance Program.
- Human‑centered approach, partnership, discretionary and variable compensation, bonus opportunities based on branch and firm profitability, individual performance.
- Hiring Minimum: $21.38;
Hiring Maximum: $23.14. Opportunity for merit‑based salary increases.
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Client Service:
Provide exceptional service via inbound/outbound calls, email, in‑person interactions. Respond to inquiries, resolve issues, build relationships with…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).