Edward Jones
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Branch Office Administrator
role at
Edward Jones
Base pay range: $22.00/hr – $24.00/hr
Job Overview Position schedule: Full-Time Branch address: 7806 Nc Hwy 751, Suite 140, Durham, NC Posted Open for 30 days from 08-Jan-2026 (may close early due to volume of applicants)
Role Summary As a Branch Office Administrator (BOA), you will provide vital administrative support to financial advisors and their client support teams. You will help clients achieve long‑term financial goals while ensuring a seamless client experience.
Responsibilities
Deliver exceptional personalized service via inbound/outbound calls, email, and in‑person interactions.
Support client account openings,, and other transaction requests directed by the advisor.
Assist in the annual business planning process and develop strategies for the upcoming year.
Maintain accurate client records and streamline processes with SOP updates.
Execute marketing initiatives and support branch marketing activities.
Actively listen for client scenarios that may indicate a need for additional services.
Drive marketing activities such as planning and executing events.
Qualifications
Analytical Thinking, Attention to Detail, Adaptability, Conversational Skills, Digital Tool Utilization, Team Collaboration.
Strong computer literacy and willingness to learn new technology (e.g., MoneyGuide, Salesforce, Microsoft Office).
Experience in client service, account management, or administrative support is preferred.
Excellent written and oral communication skills.
Self‑motivated, detail oriented, and collaborative team player.
Benefits
Comprehensive 6‑month training with an experienced peer mentor.
Access to a wide support network from branch office to region to home office.
Full‑time compensation package includes medical, prescription drug, dental, vision, voluntary benefits, short‑term and long‑term disability, basic life, AD&D, 401(k), HSA, FSA, paid holidays, vacation, sick time, personal days, volunteer day.
Performance‑based bonus opportunities based on branch and firm profitability.
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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Branch Office Administrator
role at
Edward Jones
Base pay range: $22.00/hr – $24.00/hr
Job Overview Position schedule: Full-Time Branch address: 7806 Nc Hwy 751, Suite 140, Durham, NC Posted Open for 30 days from 08-Jan-2026 (may close early due to volume of applicants)
Role Summary As a Branch Office Administrator (BOA), you will provide vital administrative support to financial advisors and their client support teams. You will help clients achieve long‑term financial goals while ensuring a seamless client experience.
Responsibilities
Deliver exceptional personalized service via inbound/outbound calls, email, and in‑person interactions.
Support client account openings,, and other transaction requests directed by the advisor.
Assist in the annual business planning process and develop strategies for the upcoming year.
Maintain accurate client records and streamline processes with SOP updates.
Execute marketing initiatives and support branch marketing activities.
Actively listen for client scenarios that may indicate a need for additional services.
Drive marketing activities such as planning and executing events.
Qualifications
Analytical Thinking, Attention to Detail, Adaptability, Conversational Skills, Digital Tool Utilization, Team Collaboration.
Strong computer literacy and willingness to learn new technology (e.g., MoneyGuide, Salesforce, Microsoft Office).
Experience in client service, account management, or administrative support is preferred.
Excellent written and oral communication skills.
Self‑motivated, detail oriented, and collaborative team player.
Benefits
Comprehensive 6‑month training with an experienced peer mentor.
Access to a wide support network from branch office to region to home office.
Full‑time compensation package includes medical, prescription drug, dental, vision, voluntary benefits, short‑term and long‑term disability, basic life, AD&D, 401(k), HSA, FSA, paid holidays, vacation, sick time, personal days, volunteer day.
Performance‑based bonus opportunities based on branch and firm profitability.
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