Branch Office Administrator

Overview

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are intentional in calling 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 on the phone and the first face they see when they walk in the door. Your work centers on getting to know clients well so you can help them identify and anticipate needs, working together with the advisor to help clients reach their financial goals.

Job Overview

Position

Schedule:

Full-Time

Branch Address: 105 Turner Ridge Dr Suite 101, Mooresville, NC

This job posting is anticipated to remain open for 30 days, from 31-Jan-2026. The posting may close early due to the volume of applicants.

As a Branch Office Administrator (BOA), 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. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• You'll often work independently but will have a team backing you every step of the way

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking 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
• Driving marketing activities such as planning and executing events

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone's different viewpoints are valued and help to achieve results
• We recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being for you and your family
• Full-time Associates receive the following benefits:
  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability, life and AD&D coverage. Some coverages are provided at no cost to associates.
  • Edward Jones offers a 401k retirement plan and tax-advantaged accounts (HSA, FSA).
  • Ten paid holidays and 15 days of vacation for new associates starting January 1 each year, plus sick time, personal days, and a paid day for volunteerism.
  • Associates may be eligible for bonuses and profit sharing. An Employee Assistance Program is available to all associates.

• We are a human-centered organization that partners for positive impact to improve lives.
• Compensation includes discretionary and variable programs with bonus opportunities based on branch and firm profitability and individual performance.
• The hiring minimum and maximum range shown below reflect a subset of the total pay range, with merit-based salary increases possible as you progress in the BOA role.

Hiring Minimum: $22.50

Hiring Maximum: $24.36

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• 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…