3 Administrative Staff jobs in Goldsboro
Branch Office Administrator

28504 Kinston, North Carolina
Edward Jones
Posted 15 days ago
Job Viewed
Job Description
**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 very 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 - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 2602 West Vernon Avenue, Suite B, Kinston, NC
This job posting is anticipated to remain open for 30 days, from 19-Sep-2025. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Branch Office Administrator, you'll 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.
**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 to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself.**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect.**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**You'll be competitively compensated.**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
**Hiring Minimum:** $21.38
**Hiring Maximum:** $22.71
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to 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, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
At Edward Jones, we are very 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 - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 2602 West Vernon Avenue, Suite B, Kinston, NC
This job posting is anticipated to remain open for 30 days, from 19-Sep-2025. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Branch Office Administrator, you'll 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.
**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 to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself.**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect.**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**You'll be competitively compensated.**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
**Hiring Minimum:** $21.38
**Hiring Maximum:** $22.71
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to 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, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
View Now
0
ADMINISTRATIVE ASSISTANT (FULL TIME)
28504 Kinston, North Carolina
Compass Group, North America
Posted 8 days ago
Job Viewed
Job Description
Canteen
+ We are hiring immediately for a full time **ADMINISTRATIVE ASSISTANT** position.
+ **Location:** Canteen - 1257 Enterprise Boulevard, Kinston, NC 28504. _Note: online applications accepted only._
+ **Schedule:** Full time; Monday through Friday, 8:00 am to 4:30 pm. More details upon interview.
+ **Requirement:** Prior scheduling or routing experience is preferred. Prior customer service experience preferred.
+ **Fixed Pay Rate:** $16.00 per hour.
_*Internal Employee Referral Bonus Available_
The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: Canteen:**
Canteen brings break time to everyone. We combine food, service, and experience backed by industry-leading technology to help companies create a better workplace and connect their employees. Canteen's solutions include markets, office coffee and snacks, unattended retail, and culinary.
Our people are at the heart of everything we do. Their dedication, collaboration, and passion fuel our _growth_ . Interested in joining our team? You bring the enthusiasm, customer service, and commitment; we'll supply the _opportunity_ and innovation. Together, we'll continue to transform our industry.
Come for the job, stay for the career. We are Canteen.
**Job Summary**
**Summary:** Responsible for clerical functions and administrative support of food service programs.
**Essential Duties and Responsibilities:**
+ Answer telephones and direct inquiries in a professional and client centric manner.
+ Maintain confidential personnel files.
+ Assist management staff in preparing confidential employment and labor relations documents, including but not limited to proposed disciplinary notices.
+ Assist with staffing, including finding staff when employees call out on short notice.
+ Work effectively and maintain good working relationships with co-workers, school personnel, administrators, student's parents and Supervisor.
+ Complete and maintain accurate and up to date records of students eligible for free and reduced priced lunches if applicable.
+ Enter weekly cash sales and meal counts using computer.
+ Perform daily bank deposit reconciliation.
+ Process vendor invoices for payment - using computer, making sure addition is correct and checking item prices against bid specifications, making sure there is no discrepancy in pricing.
+ Perform monthly vendor statement reconciliation.
+ Prepare monthly state claim form for reimbursement.
+ Assist in preparation of end of month financial reports.
+ Attend in-service and/or safety meetings as required.
+ Maintain clean and safe work environment; ability to perform job safely.
+ Performs other duties as assigned.
**Associates at Canteen are offered many fantastic benefits.**
**Full-time and part-time positions offer the following benefits to associates** : Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
**Full-time positions also offer the following benefits** to associates: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs).
_Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Maryland, Washington State, or to be performed Remotely,_ click here ( _for information on additional company-provided time off benefits._
**About Compass Group: Achieving leadership in the foodservice industry**
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Canteen maintains a drug-free workplace.
Req ID:
Canteen
+ We are hiring immediately for a full time **ADMINISTRATIVE ASSISTANT** position.
+ **Location:** Canteen - 1257 Enterprise Boulevard, Kinston, NC 28504. _Note: online applications accepted only._
+ **Schedule:** Full time; Monday through Friday, 8:00 am to 4:30 pm. More details upon interview.
+ **Requirement:** Prior scheduling or routing experience is preferred. Prior customer service experience preferred.
+ **Fixed Pay Rate:** $16.00 per hour.
_*Internal Employee Referral Bonus Available_
The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: Canteen:**
Canteen brings break time to everyone. We combine food, service, and experience backed by industry-leading technology to help companies create a better workplace and connect their employees. Canteen's solutions include markets, office coffee and snacks, unattended retail, and culinary.
Our people are at the heart of everything we do. Their dedication, collaboration, and passion fuel our _growth_ . Interested in joining our team? You bring the enthusiasm, customer service, and commitment; we'll supply the _opportunity_ and innovation. Together, we'll continue to transform our industry.
Come for the job, stay for the career. We are Canteen.
**Job Summary**
**Summary:** Responsible for clerical functions and administrative support of food service programs.
**Essential Duties and Responsibilities:**
+ Answer telephones and direct inquiries in a professional and client centric manner.
+ Maintain confidential personnel files.
+ Assist management staff in preparing confidential employment and labor relations documents, including but not limited to proposed disciplinary notices.
+ Assist with staffing, including finding staff when employees call out on short notice.
+ Work effectively and maintain good working relationships with co-workers, school personnel, administrators, student's parents and Supervisor.
+ Complete and maintain accurate and up to date records of students eligible for free and reduced priced lunches if applicable.
+ Enter weekly cash sales and meal counts using computer.
+ Perform daily bank deposit reconciliation.
+ Process vendor invoices for payment - using computer, making sure addition is correct and checking item prices against bid specifications, making sure there is no discrepancy in pricing.
+ Perform monthly vendor statement reconciliation.
+ Prepare monthly state claim form for reimbursement.
+ Assist in preparation of end of month financial reports.
+ Attend in-service and/or safety meetings as required.
+ Maintain clean and safe work environment; ability to perform job safely.
+ Performs other duties as assigned.
**Associates at Canteen are offered many fantastic benefits.**
**Full-time and part-time positions offer the following benefits to associates** : Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program
**Full-time positions also offer the following benefits** to associates: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs).
_Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Maryland, Washington State, or to be performed Remotely,_ click here ( _for information on additional company-provided time off benefits._
**About Compass Group: Achieving leadership in the foodservice industry**
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Canteen maintains a drug-free workplace.
Req ID:
Canteen
View Now
1
Sr. Branch Office Administrator
27896 Wilsons Mills, North Carolina
Edward Jones
Posted 5 days ago
Job Viewed
Job Description
**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 very 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 - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 3305 A Nash Street Nw, Wilson, NC
This job posting is anticipated to remain open for 30 days, from 03-Oct-2025. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Sr. Branch Office Administrator, you'll 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.
**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 to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself.**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect.**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**You'll be competitively compensated.**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.
**Hiring Minimum:** $23.39
**Hiring Maximum:** $24.85
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful Sr. BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to 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, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
At Edward Jones, we are very 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 - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 3305 A Nash Street Nw, Wilson, NC
This job posting is anticipated to remain open for 30 days, from 03-Oct-2025. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Sr. Branch Office Administrator, you'll 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.
**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 to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself.**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect.**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
**You'll be competitively compensated.**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.
**Hiring Minimum:** $23.39
**Hiring Maximum:** $24.85
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful Sr. BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to 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, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
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