Edward Jones
Base Pay Range
$22.00/hr - $24.00/hr
Would you call yourself a relationship builder, a problem solver or a critical thinker? If yes, we need you on our team.
At Edward Jones, we call our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call, and the first face they see when they walk in the door.
Job Overview Branch Office Administrator (BOA) – Full‑time, located at 19 S Washington St, Berkeley Springs, WV. This role teams with financial advisors to provide administrative support and to help clients achieve long‑term financial goals. The posting is anticipated to remain open for 30 days from 09‑Jan‑2026.
Responsibilities
Deliver exceptional personalized service, ensuring clients feel understood and informed.
Assist in the annual business planning process, developing strategies for the upcoming year.
Actively listen for situations in clients' lives that may indicate a need for additional services.
Drive marketing activities such as planning and executing events.
Provide account management support: account opening, transfers, transaction processing, and record‑keeping.
Offer administrative & operational support: schedule appointments, prepare client meeting materials, manage correspondence, and support marketing initiatives.
Maintain strong client relationships through inbound/outbound calls, email, and in‑person interactions.
Use technology tools (MoneyGuide, Salesforce, Microsoft Office, etc.) and keep up to date with firm‑provided software.
Qualifications & Skills
Analytical thinking and attention to detail.
Adaptability and strong conversational skills.
Digital tool utilization and teamwork.
Client service orientation and conflict resolution.
Ability to work independently with minimal supervision.
Strong computer literacy and willingness to learn new technology.
Training & Support
Comprehensive 6‑month training with an experienced peer mentor.
Access to a wide support network from branch office to region to home office.
Independently working with backing from a national team of thousands.
Benefits
Edward Jones compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (e.g., accident, hospital indemnity, critical illness), disability, basic life, and basic AD&D coverage – all at no cost to associates.
401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
Ten paid holidays, 15 vacation days for new associates (beginners start January 1 each year), sick time, personal days, and a paid day for volunteerism.
Eligible for bonuses, profit‑sharing, Employee Assistance Program, and a rewards program promoting long‑term career growth.
Pay Hiring Minimum: $22.50 | Hiring Maximum: $24.36
Additional Information British American: The firm is a privately‑owned Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada.
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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$22.00/hr - $24.00/hr
Would you call yourself a relationship builder, a problem solver or a critical thinker? If yes, we need you on our team.
At Edward Jones, we call our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call, and the first face they see when they walk in the door.
Job Overview Branch Office Administrator (BOA) – Full‑time, located at 19 S Washington St, Berkeley Springs, WV. This role teams with financial advisors to provide administrative support and to help clients achieve long‑term financial goals. The posting is anticipated to remain open for 30 days from 09‑Jan‑2026.
Responsibilities
Deliver exceptional personalized service, ensuring clients feel understood and informed.
Assist in the annual business planning process, developing strategies for the upcoming year.
Actively listen for situations in clients' lives that may indicate a need for additional services.
Drive marketing activities such as planning and executing events.
Provide account management support: account opening, transfers, transaction processing, and record‑keeping.
Offer administrative & operational support: schedule appointments, prepare client meeting materials, manage correspondence, and support marketing initiatives.
Maintain strong client relationships through inbound/outbound calls, email, and in‑person interactions.
Use technology tools (MoneyGuide, Salesforce, Microsoft Office, etc.) and keep up to date with firm‑provided software.
Qualifications & Skills
Analytical thinking and attention to detail.
Adaptability and strong conversational skills.
Digital tool utilization and teamwork.
Client service orientation and conflict resolution.
Ability to work independently with minimal supervision.
Strong computer literacy and willingness to learn new technology.
Training & Support
Comprehensive 6‑month training with an experienced peer mentor.
Access to a wide support network from branch office to region to home office.
Independently working with backing from a national team of thousands.
Benefits
Edward Jones compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (e.g., accident, hospital indemnity, critical illness), disability, basic life, and basic AD&D coverage – all at no cost to associates.
401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
Ten paid holidays, 15 vacation days for new associates (beginners start January 1 each year), sick time, personal days, and a paid day for volunteerism.
Eligible for bonuses, profit‑sharing, Employee Assistance Program, and a rewards program promoting long‑term career growth.
Pay Hiring Minimum: $22.50 | Hiring Maximum: $24.36
Additional Information British American: The firm is a privately‑owned Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada.
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