Branch Office Administrator

3 days ago Be among the first 25 applicants

The Branch Office Administrator (BOA) works closely with financial advisors to provide comprehensive administrative support that enables the team to focus on client relationships and business growth. The position is full‑time and located at 869 Main Street Suite 700, Westbrook, ME.

As a BOA you will be a vital part of our client support team: preparing client documents, scheduling meetings, handling correspondence, and ensuring a seamless client experience.

• Provide exceptional client service via inbound/outbound calls, emails, and in‑person interactions.
• Execute account management tasks: open accounts, process transfers, and maintain accurate client records.
• Support administrative operations, including appointment scheduling, material preparation, and marketing initiatives.
• Utilize technology platforms such as Money Guide, Salesforce, and Microsoft Office.
• Assist in the annual business planning process and identify opportunities for cross‑selling additional services.

• High school diploma or equivalent; college degree preferred.
• Strong communication, analytical thinking, and attention to detail.
• Proficiency with digital tools and willingness to learn new software.
• Team‑collaborative mindset and adaptive to changing priorities.
• Prior client‑service or administrative experience is a plus.

• Comprehensive 6‑month training program with a dedicated mentor.
• Unlimited vacation accrual, 15 paid holidays, and paid volunteer day.
• Medical, dental, vision, and prescription coverage (no cost to associates).
• Short‑term and long‑term disability, life, and AD&D at no cost.
• 401(k) retirement plan with company match and tax‑advantaged accounts.
• Bonus and profit‑sharing opportunities based on branch and firm performance.
• Employee Assistance Program and ongoing professional development.

Base pay range: $22.50–$24.36 per hour (subject to merit increases). Additional compensation includes quarterly bonuses and profit‑sharing based on firm profitability.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status or any other basis prohibited by applicable law.

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