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. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door. The most important responsibility is getting to know your clients so well that you help them identify their problems and anticipate needs. You and your financial advisor are essential in helping clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 3050 Millar Avenue, Unit 1, Saskatoon, SK

Role Summary

As a Branch Office Administrator (BOA), you will 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. The BOA works with financial advisors to help clients achieve their long-term financial goals and provides administrative support to a financial advisor or team of multiple financial advisors.

What We Offer

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 mentor

- A wide support network that extends from your branch office to your region and the home office

- Independence with a backing team of thousands

Responsibilities

- Deliver exceptional personalized service to ensure clients feel understood and informed

- Actively participate in the annual business planning process to assist in developing strategies for the upcoming year

- Listen for situations in clients’ lives that may indicate a need for additional services

- Drive marketing activities such as planning and executing events

- Provide administrative support: scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives

- Assist in account management tasks including account opening, transfers, and other requests under the direction of the financial advisor

Hiring Details

Salary Range: 48,900.00 – 54,000.00

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/outbound calls, email, and in-person interactions. 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 and maintain accurate client records.

- Administrative & Operational Support: Work independently under the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Update SOPs and contribute to the branch business plan.

- Technology: Computer-literate with willingness to learn new technologies, including MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software.

Awards & Accolades

Edward Jones recognizes the contributions of its associates. We invite you to explore our U.S. and Canadian awards and accolades through our Insights & Information resources. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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, focusing on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. We strive to be an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report.

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