Branch Office Administrator - New Kensington, PA

Edward Jones

7d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports clients in pursuing their long-term financial goals by helping manage accounts, facilitating communication, and ensuring a positive client experience. BOAs work independently at the direction of financial advisors while receiving support from their branch, regional, and home-office teams. New hires receive comprehensive six-month training, including mentorship from an experienced peer.

The position also contributes to annual business planning, helps identify client needs, and drives branch marketing activities, including planning and executing events. The role requires client service, account administration, operational support, and use of firm-provided technology.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Skills in analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Aptitude to learn and understand the financial services industry.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support team members.
• Support client accounts by opening accounts, handling transfers and other requests at the direction of the financial advisor, processing transactions, preparing documentation, and maintaining accurate records.
• Handle administrative tasks such as scheduling appointments, preparing client meeting materials, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process, develop strategies for the upcoming year, and execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Use firm-provided technology and programs.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage
• Basic life and basic accidental death and dismemberment coverage
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 of each year
• Sick time and personal days
• Paid day for volunteerism
• Potential bonuses and profit sharing
• Employee Assistance Program
• Merit-based salary increases as associates progress in the BOA role
• Six-month training and experienced-peer mentorship

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed