Branch Office Administrator

Overview Position Schedule: Full-Time Branch Address: 232 Main Street, Hobart, IN This job posting is anticipated to remain open for 30 days, from 29-Apr-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOA 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. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary 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. 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 of thousands backing you every step of the way Responsibilities 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 What you can expect 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 Recognition of 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 (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, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and 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. You'll be competitively compensated 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; as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range, with additional opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $22.50 Hiring Maximum: $24.36 Skills & Requirements Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements 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 financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, placing the focus on our clients rather than shareholder returns. Our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are innovative, flexible, and inclusive, attracting and inspiring performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report. Note: This description preserves the substantive content of the original posting while presenting it in a clean, accessible HTML structure that adheres to formatting guidelines. #J-18808-Ljbffr Edward Jones