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. In a Client Support Team Professional role, you are a critical member of the 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.

Your responsibilities include getting to know clients so well that you help them identify problems and anticipate needs, working with the financial advisor to help clients achieve their financial goals.

Job Overview

Position

Schedule:

Full-Time

Branch Address: 115 N Main Street, Kernersville, NC

This job posting is anticipated to remain open for 30 days, from 22-Jan-2026. The posting may close early due to the volume of applicants.

As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients. You and your financial advisor are essential in working together to help clients achieve their long-term financial goals. You will support client accounts, facilitate communication, and ensure a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We will 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 mentor you
• A broad support network that extends from your branch to your region and the home office
• Opportunities to work independently with a large backing team

Responsibilities and activities

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to develop strategies for the upcoming year
• Actively listen for situations in clients’ lives that may indicate a need for additional services
• Planning and executing marketing activities and events

• A culture of continuous improvement and professional development that respects individual contributions
• An inclusive environment where diverse viewpoints are valued
• A rewards program recognizing individual efforts to support long-term career, financial security, and well-being
• Full-time associates receive comprehensive benefits including medical, dental, vision, disability, life insurance, 401(k), and flexible spending accounts; paid holidays and vacation; sick time and personal days; and a paid volunteer day
• Bonuses and profit sharing may be available; eligibility for the firm’s Employee Assistance Program

For more information on benefits, please visit the benefits page.

• Edward Jones uses a human-centered approach to positively impact clients, colleagues, and communities
• Compensation includes discretionary and variable components with bonus opportunities based on branch and firm profitability, plus individual performance
• Hiring minimum and maximum ranges are a subset of total pay range; merit-based increases may apply as you progress in the BOA role

Hiring Minimum: $22.50

Hiring Maximum: $24.36

What skills would make you a successful BOA?

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

Role Requirements

• Client service:
  Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal team members.
• Account management:
  Learn and understand the financial services industry. Include account opening, transfers, and other requests as directed by the financial advisor. Process account transactions and maintain accurate client records.
• Administrative & operational support:
  Work independently under the direction of the financial advisor. Handle scheduling, meeting preparation, correspondence, supporting marketing initiatives, and updates to SOPs aligned to the branch business plan.
• Technology:
  Proficiency with standard software; willingness to learn Money Guide,…