Branch Office Administrator

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Salary : CA$45,700.00 / yr - CA$50,400.00 / yr

Job Overview

We are looking for an energetic and detail‑oriented professional who can act as the first point of contact for clients, support our financial advisors, and contribute to a collaborative, client‑focused environment. The ideal candidate will help nurture relationships, identify client needs, and support the smooth operation of the branch.

Position Schedule

Full‑Time

Branch Address

3818 Main Street (Chippawa), Village Plaza, Niagara Falls, ON

Role Summary

The Branch Office Administrator (BOA) provides essential administrative support to financial advisors and assists in maintaining strong client relationships, facilitating communication, and supporting everyday operational tasks.

Key Responsibilities

• Provide exceptional service to clients via inbound / outbound calls, email, and in‑person interactions.
• Manage account opening, transfers, and other client requests under advisor direction.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives and update SOPs to streamline processes.
• Assist in annual business planning and identify opportunities for additional services.

Compensation & Benefits

Bonus potential, profit sharing, and a 401k (U.S.) or Group RRSP (Canada).

Skills & Requirements

Role Requirements

Equal Employment Opportunity Statement

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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