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Branch Office Administrator

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

  • location_on
    Location 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) in Kamloops, BC, to provide administrative support to financial advisors and assist clients in achieving their financial goals. The role involves ensuring a positive client experience through effective communication and personalized service, while working within a supportive team environment that emphasizes professional growth and development.

Key responsibilities

  • Deliver exceptional personalized service to clients
  • Provide administrative support, including scheduling and appointment management
  • Manage client accounts, including opening and handling transfers
  • Assist in the annual business planning process
  • Drive marketing activities, including event planning and execution
  • Develop and maintain strong client relationships
  • Utilize technology and digital tools in client service

Required skills

  • Client support and service
  • Analytical thinking
  • Attention to detail
  • Adaptability
  • Conversational and communication skills
  • Strong computer literacy with programs like Microsoft Office, Salesforce, and MoneyGuide
  • Team collaboration

What the company offers

  • Comprehensive 6-month training including mentoring
  • Culture of continuous improvement and professional development
  • Inclusive environment valuing diverse viewpoints
  • Rewards program promoting long-term career and financial security
  • Full-time benefits including bonus potential, profit sharing, and competitive health benefits
  • Paid time off including vacation, sick days, holidays, 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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