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Branch Office Administrator

Date Posted: Jun 29, 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 27, 2026
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Job Description

Overview

As a Branch Office Administrator (BOA) at Edward Jones, you will play a critical role in supporting financial advisors and enhancing client experiences. This position involves providing administrative assistance, facilitating communication, and contributing to clients' long-term financial goals. The role is essential in ensuring that clients feel understood and valued, within a supportive and inclusive environment.

Key responsibilities

  • Provide exceptional service to clients through calls, emails, and in-person interactions
  • Assist financial advisors with account management, including account openings and transfers
  • Handle various administrative tasks, including appointment scheduling and meeting preparations
  • Contribute to annual business planning and marketing initiatives
  • Develop and maintain strong relationships with clients and referral sources

Required skills

  • Strong computer literacy, including Microsoft Office and familiarity with tools like MoneyGuide and Salesforce
  • Excellent communication and conversational skills
  • Strong analytical thinking and attention to detail
  • Ability to work independently and collaborate with a team
  • Adaptability and willingness to learn new technologies

What the company offers

  • Comprehensive 6-month training with mentoring support
  • Competitive compensation package including bonuses and profit sharing
  • Comprehensive health benefits and Group RRSP for Canadian employees
  • Paid time off including vacation, sick days, and holidays
  • A culture of continuous improvement and professional development

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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