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Branch Office Administrator

Date Posted: Jun 23, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Lancaster, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 21, 2026
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Job Description

Overview

Edward Jones is seeking a Branch Office Administrator (BOA) to provide essential administrative support to financial advisors and ensure a positive client experience. This role is integral to helping clients achieve their financial goals and contributing to the overall success of the firm, which values diverse perspectives and professional growth.

Key responsibilities

  • Deliver exceptional personalized service to clients via various communication channels.
  • Handle account management tasks including opening accounts and processing transfers.
  • Perform administrative support including scheduling, preparing materials, and managing correspondence.
  • Assist in developing business strategies during the annual planning process.
  • Drive marketing activities and events to enhance client engagement.

Required skills

  • Strong organizational and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and in a team.
  • Proficiency in digital tools including MoneyGuide and Salesforce.
  • Strong attention to detail and adaptability.

What the company offers

  • Comprehensive training and mentoring support.
  • Inclusive work environment that values diverse viewpoints.
  • Competitive compensation package including bonuses and profit sharing.
  • Health benefits and paid time off including vacation and personal days.

Skills Required

Company Overview

Edward Jones
Lancaster, Canada
19 Current Jobs Openings

Edward Jones is a Fortune 500 financial services firm that prioritizes the needs of its clients. With a commitment to inclusion and belonging, the company values the diverse experiences of its associates. It aims to positively impact the communities... Read More

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