Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) role is an onsite position located in Havre de Grace, MD. Compensation is not specified for this role, which supports the client support team at Edward Jones, a firm dedicated to partnering for positive impact to improve the lives of clients and colleagues. This role exists to provide essential administrative support to financial advisors, ensuring seamless communication and a positive experience for clients. The BOA contributes to the team by managing client accounts, facilitating office operations, and assisting with business planning and marketing activities.

What you'll do

• Provide exceptional service to clients via phone, email, and in-person interactions.
• Manage account opening, transfers, and transaction processing.
• Handle administrative tasks including scheduling, correspondence, and marketing event planning.
• Utilize digital tools and firm software to maintain accurate records.

What we're looking for

Skills & competencies

full-time

day shift

havre de grace md

edward jones

administrative support

client service

financial services

onsite

no travel

no on-call

weekend required

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Comprehensive 6-month training program with a dedicated mentor and a vast support network.

About the employer

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