Branch Office Administrator - Harbor Springs, MI

Edward Jones is hiring a Branch Office Administrator to join a Harbor Springs, Michigan team. This full-time, on-site role supports a local branch of a Fortune 500 financial services firm that puts people first. It’s a good fit for someone who enjoys coordinating daily operations, delivering solid client service, and working closely with a financial advisor to help clients in their community.

The company is privately owned and focuses on the client, not shareholders. Edward Jones serves more than 9 million clients with about 20,000 financial advisors across the United States and Canada, and the firm emphasises purpose, inclusion and performance. This is a role for someone who values structure, teamwork, and meaningful work in a stable, growth-minded environment.

In Harbor Springs, the Branch Office Administrator will be on-site, working full-time to keep the branch running smoothly under the guidance of the financial advisor. It’s a hands-on position that suits those who like client contact, cross‑functional collaboration, and the chance to support both daily operations and long‑term branch goals.

Keeping the Harbor Springs branch running smoothly

On a typical day you’ll help clients through inbound and outbound calls, emails, and in-person visits, addressing questions, resolving issues, and building relationships with clients, referral sources, and internal teams to ensure a strong client experience. You’ll also support the advisor with account openings, transfers and other requests, handling documentation and keeping client records accurate and up to date.

Administrative and operational duties will be performed with a sense of independence while you manage scheduling, prepare materials for client meetings, and handle correspondence. You’ll contribute to marketing efforts and strive to streamline branch processes by updating standard operating procedures and helping execute the branch business plan. A solid comfort with technology will help you adapt to firm-provided software and new tools as they’re introduced.

The core capabilities you’ll bring

• Strong analytical thinking and the ability to interpret information to solve problems
• Meticulous attention to detail to keep records precise and processes smooth
• Flexibility to adjust as priorities change
• Clear, friendly conversational skills for client interactions and teamwork
• Comfort using digital tools and a readiness to learn software such as MoneyGuide, Salesforce and Microsoft Office
• A collaborative mindset and the ability to work well with colleagues and within a team

Pay, benefits and practical details

The role is full-time and onsite in Harbor Springs, Michigan, classified as Branch Support - BOA. Edward Jones describes a compensation approach tied to performance, with opportunities for merit-based salary increases as you progress in the BOA role, along with potential bonuses and profit sharing based on branch and firm results.

Full-time associates receive a comprehensive benefits package that includes medical and prescription drug coverage, dental, vision, and voluntary benefits (such as accident, hospital indemnity, and critical illness). Short- and long-term disability coverage, basic life, and basic AD&D are provided at no cost to associates. The company also offers a 401(k) retirement plan and tax-advantaged accounts such as health savings accounts and flexible spending accounts. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, along with sick time, personal days, and a paid day for volunteerism. For more information on the benefits available to associates, see the firm’s benefits page.

Edward Jones operates as a privately held firm that aims to share success with its associates, offering discretionary and variable compensation programs that include bonus opportunities tied to branch profitability and individual performance.

Advice for applicants

Start your resume with a concise summary that foregrounds client service, administrative support and tech literacy, then back it up with concrete examples from past roles where you handled client inquiries, scheduled meetings, or processed account requests.

Back up your claims with specific incidents that demonstrate your analytical thinking, attention to detail, adaptability, ability to communicate clearly, and comfort with digital tools. Quantify results where possible, such as improved process accuracy or time saved through a new workflow or software solution.

Prepare to talk through times you delivered excellent client service in person, on the phone, or by email, and describe how you learned and applied tools like Salesforce, MoneyGuide or Microsoft Office to support an advisor and a branch’s goals.

Consider asking about how the branch measures success for a BOA, what training is provided for MoneyGuide and other software, and how you’ll contribute to the branch business plan and client experience on a day-to-day basis.