Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) is an onsite role based in Westminster, SC, providing essential administrative support to financial advisors. Compensation is not specified for this position, which supports the client support team at Edward Jones, a firm dedicated to helping clients achieve long-term financial goals. This role exists to ensure seamless operations within the branch office by managing client accounts, facilitating communication, and maintaining accurate records. The Branch Office Administrator contributes to the team's success by delivering personalized service and assisting in the execution of branch business plans.

What you'll do

• Provide exceptional client service via phone, email, and in-person interactions.
• Manage account opening, transfers, and transactions.
• Schedule appointments and prepare meeting materials.
• Support marketing initiatives and update branch SOPs.

What we're looking for

Skills & competencies

full-time

day shift

westminster sc

edward jones

administrative support

client service

account management

financial services

onsite

no on-call

no travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, 15 days vacation, 10 paid holidays, sick time, profit sharing, and Employee Assistance Program.

Why this role

Comprehensive 6-month training program with a mentor, wide support network, and opportunities for merit-based salary increases.

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.