Branch Office Administrator
Edward Jones, Duluth, GA, United States
Overview
Position Schedule:
Full-Time
Branch Address: 3883 Rogers Bridge Road N W, Suite 303 A, Duluth, GA
This job posting is anticipated to remain open for 30 days, from 16-Apr-2026. The posting may close early due to the volume of applicants.
Role
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 value different viewpoints to help achieve results.
Responsibilities
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.
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 the clients\' lives that may indicate a need for additional services
Drive marketing activities such as planning and executing events
Administrative & Operational Support: work independently at the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Update SOPs and execute on the branch business plan
Technology: strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software
Compensation and Benefits
Full-time Associates receive the following benefits: medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost. 401k retirement plan, health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning January 1 of each year, plus sick time, personal days, and a paid day for volunteerism. Bonus and profit-sharing opportunities exist. All associates are eligible for the Employee Assistance Program.
Competitive compensation with a human-centered approach and opportunities for merit-based salary increases as you progress in the BOA role
Hiring Minimum: $23.85
Hiring Maximum: $25.82
Skills/Requirements
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
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. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. 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 and support marketing initiatives. Update SOPs and execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
EEO/Disclaimer:
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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Position Schedule:
Full-Time
Branch Address: 3883 Rogers Bridge Road N W, Suite 303 A, Duluth, GA
This job posting is anticipated to remain open for 30 days, from 16-Apr-2026. The posting may close early due to the volume of applicants.
Role
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 value different viewpoints to help achieve results.
Responsibilities
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.
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 the clients\' lives that may indicate a need for additional services
Drive marketing activities such as planning and executing events
Administrative & Operational Support: work independently at the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Update SOPs and execute on the branch business plan
Technology: strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software
Compensation and Benefits
Full-time Associates receive the following benefits: medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost. 401k retirement plan, health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning January 1 of each year, plus sick time, personal days, and a paid day for volunteerism. Bonus and profit-sharing opportunities exist. All associates are eligible for the Employee Assistance Program.
Competitive compensation with a human-centered approach and opportunities for merit-based salary increases as you progress in the BOA role
Hiring Minimum: $23.85
Hiring Maximum: $25.82
Skills/Requirements
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
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. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. 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 and support marketing initiatives. Update SOPs and execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
EEO/Disclaimer:
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.
#J-18808-Ljbffr