Branch Office Administrator
Edward Jones, Waldorf, MD, United States
Position Schedule
Full‑time
Location
Branch Address: 173 St Patricks Dr Suite 102, Waldorf, MD
Position Summary
Branch Office Administrator (BOA) works closely with financial advisors to provide seamless administrative support, facilitate client communications, and ensure a positive client experience.
Key Responsibilities
Client Service: Deliver exceptional service to clients via inbound/outbound calls, email, and in‑person interactions; resolve inquiries and maintain strong client relationships.
Account Management: Learn the financial services industry; handle account openings, transfers, and other requests; process transactions and keep accurate records.
Administrative & Operational Support: Schedule appointments, prepare client‑meeting materials, manage correspondence, and support marketing initiatives; streamline processes and update SOPs.
Technology: Maintain computer literacy and learn firm‑provided tools such as MoneyGuide, Salesforce, Microsoft Office, and other software.
Skills & Qualifications
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Work Experience & Requirements
3+ years of client‑facing experience preferred.
Strong written and verbal communication skills.
Proactive approach with ability to work independently and as part of a team.
Benefits
Edward Jones offers a comprehensive benefits package that includes medical, prescription drug, dental, vision, and voluntary benefits such as accident, hospital indemnity, critical illness, short‑ and long‑term disability, basic life, and basic AD&D coverage. Disability, life, and AD&D coverage are provided at no cost to associates. The firm also offers a 401(k) retirement plan, health savings account, and flexible spending account. Ten paid holidays, 15 days of vacation for new associates (starting January 1 each year), sick time, personal days, volunteer time, bonuses, profit sharing, and an Employee Assistance Program are available.
Compensation
Hiring Minimum: $26.10 per hour
Hiring Maximum: $31.58 per hour
Career Development & Support
Full‑time associates receive a 6‑month training program, mentorship from experienced peers, and a wide support network from the branch office to the home office. Associates are encouraged to participate in business planning, marketing activities, and continuous improvement initiatives.
EEO Statement
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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Full‑time
Location
Branch Address: 173 St Patricks Dr Suite 102, Waldorf, MD
Position Summary
Branch Office Administrator (BOA) works closely with financial advisors to provide seamless administrative support, facilitate client communications, and ensure a positive client experience.
Key Responsibilities
Client Service: Deliver exceptional service to clients via inbound/outbound calls, email, and in‑person interactions; resolve inquiries and maintain strong client relationships.
Account Management: Learn the financial services industry; handle account openings, transfers, and other requests; process transactions and keep accurate records.
Administrative & Operational Support: Schedule appointments, prepare client‑meeting materials, manage correspondence, and support marketing initiatives; streamline processes and update SOPs.
Technology: Maintain computer literacy and learn firm‑provided tools such as MoneyGuide, Salesforce, Microsoft Office, and other software.
Skills & Qualifications
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Work Experience & Requirements
3+ years of client‑facing experience preferred.
Strong written and verbal communication skills.
Proactive approach with ability to work independently and as part of a team.
Benefits
Edward Jones offers a comprehensive benefits package that includes medical, prescription drug, dental, vision, and voluntary benefits such as accident, hospital indemnity, critical illness, short‑ and long‑term disability, basic life, and basic AD&D coverage. Disability, life, and AD&D coverage are provided at no cost to associates. The firm also offers a 401(k) retirement plan, health savings account, and flexible spending account. Ten paid holidays, 15 days of vacation for new associates (starting January 1 each year), sick time, personal days, volunteer time, bonuses, profit sharing, and an Employee Assistance Program are available.
Compensation
Hiring Minimum: $26.10 per hour
Hiring Maximum: $31.58 per hour
Career Development & Support
Full‑time associates receive a 6‑month training program, mentorship from experienced peers, and a wide support network from the branch office to the home office. Associates are encouraged to participate in business planning, marketing activities, and continuous improvement initiatives.
EEO Statement
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