Branch Office Administrator
Edward Jones, Youngsville, NC, United States
Position Schedule:
Full-Time
Branch Address:
64 Wheaton Ave, Youngsville, NC
Posting Duration:
This job posting is anticipated to remain open for 30 days, from 22-Apr-2026.
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 serve over nine million clients.
Role Summary
As a Branch Office Administrator, you will provide support to clients, facilitating communication and ensuring a positive client experience.
Support & Training
Comprehensive 6‑month training with a peer mentor
A wide support network from the branch to region to home office
Independent work with a team backing you every step of the way
Key Responsibilities
Deliver exceptional personalized service to clients
Assist in the annual business planning process
Identify opportunities for additional services through client interactions
Plan and execute marketing activities such as events
Handle inbound and outbound client communication (calls, email, in person)
Manage account openings, transfers, and other transactional requests
Schedule appointments, prepare meeting materials, manage correspondence
Support marketing initiatives and streamline processes
Perform administrative tasks at the direction of the financial advisor
Use technology such as MoneyGuide, Salesforce, Microsoft Office
Qualifications
Analytical thinking
Attention to detail
Adaptability
Conversational skills
Digital tool utilization
Team collaboration
Compensation & Benefits
The hiring minimum pay is $22.50, and the hiring maximum is $24.36, with opportunities for merit‑based increases.
Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness)
Short‑term and long‑term disability, basic life, basic AD&D coverage at no cost to associates
401(k) retirement plan and tax‑advantaged accounts (HSA, FSA)
10 paid holidays, 15 days vacation for new associates, sick time, personal days, paid day for volunteerism
Eligibility for bonuses and profit sharing
Employee Assistance Program
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
Branch Address:
64 Wheaton Ave, Youngsville, NC
Posting Duration:
This job posting is anticipated to remain open for 30 days, from 22-Apr-2026.
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 serve over nine million clients.
Role Summary
As a Branch Office Administrator, you will provide support to clients, facilitating communication and ensuring a positive client experience.
Support & Training
Comprehensive 6‑month training with a peer mentor
A wide support network from the branch to region to home office
Independent work with a team backing you every step of the way
Key Responsibilities
Deliver exceptional personalized service to clients
Assist in the annual business planning process
Identify opportunities for additional services through client interactions
Plan and execute marketing activities such as events
Handle inbound and outbound client communication (calls, email, in person)
Manage account openings, transfers, and other transactional requests
Schedule appointments, prepare meeting materials, manage correspondence
Support marketing initiatives and streamline processes
Perform administrative tasks at the direction of the financial advisor
Use technology such as MoneyGuide, Salesforce, Microsoft Office
Qualifications
Analytical thinking
Attention to detail
Adaptability
Conversational skills
Digital tool utilization
Team collaboration
Compensation & Benefits
The hiring minimum pay is $22.50, and the hiring maximum is $24.36, with opportunities for merit‑based increases.
Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness)
Short‑term and long‑term disability, basic life, basic AD&D coverage at no cost to associates
401(k) retirement plan and tax‑advantaged accounts (HSA, FSA)
10 paid holidays, 15 days vacation for new associates, sick time, personal days, paid day for volunteerism
Eligibility for bonuses and profit sharing
Employee Assistance Program
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