Branch Office Administrator

Job Overview

Position:
Branch Office Administrator (BOA) – Full‑Time.
Branch Address: 3304 Six Forks Rd Suite 104, Raleigh, NC.
Posting open for 30 days from 13-Jan-2026 (may close early due to volume of applicants).

If you are looking for a fulfilling career, the Branch Office Administrator 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.

As a Branch Office Administrator, 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.

• Comprehensive 6‑month training including an experienced peer mentor.
• A wide support network that extends from your branch office to your region to the home office.
• Opportunity to work independently with a team of thousands 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 listening 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 respect for individuals and their unique contributions.
• An inclusive environment where everyone’s different viewpoints are valued and help achieve results.
• A rewards program that recognizes individual efforts, 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 (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, tax‑advantaged accounts (health savings account, and flexible spending account).
  
  Edward Jones observes ten paid holidays, provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program. For more information on the benefits available to Edward Jones associates, please visit our benefits page.

• Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• Edward Jones is based on a legacy of partnership and a privately held firm sharing success with associates through discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
• Hiring minimum: $22.50 per hour; hiring maximum: $23.91 per hour. There is also an opportunity for merit‑based salary increases as you progress in the BOA role.

• 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:
  Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and…