Branch Office Administrator - Hastings, MI

Edward Jones is hiring for a full-time Branch Office Administrator in Hastings, Michigan. The on-site role sits at the Hastings branch and works closely with a financial advisor to keep client service, account management and daily operations running smoothly. If you enjoy a steady, client-facing environment and want to gain exposure to the financial services space, this could be a good fit.

Edward Jones is a Fortune 500 company known for putting people first, privately owned with thousands of financial advisors and millions of clients across the U.S. and Canada. The firm emphasizes partnering for positive impact and nurturing a culture of inclusion and belonging. This is a place where individual contributions are valued and people are supported as they grow in their careers.

People who thrive here usually like taking ownership, working collaboratively, and delivering dependable service in a local branch setting. The Hastings BOA role is designed for someone who wants to contribute to daily branch activities and help clients feel confident about their financial choices.

What your days would look like in Hastings

Your typical day blends client-facing interactions with essential back-office tasks. You’ll handle inquiries from clients through inbound and outbound calls, email, and in-person visits, respond to requests, resolve issues, and nurture lasting relationships with clients, referral sources, and the internal support team.

You’ll also take care of account-related responsibilities such as opening new accounts, processing transfers, and handling other requests under the guidance of the financial advisor, all while maintaining accurate client records and processing transactions with care. In addition, you’ll coordinate scheduling, prepare materials for client meetings, manage correspondence, and support marketing efforts, while looking for ways to streamline processes and contribute to the branch plan through SOP updates and practical execution.

The must-have requirements for this role

To be considered for the Hastings BOA position, you should bring a blend of technical savvy and people skills, plus a genuine interest in financial services. Below is a reimagined snapshot of what Edward Jones is looking for:

• Strong analytical thinking paired with careful attention to detail
• Flexibility to adapt to evolving client needs and branch priorities
• Clear, friendly conversational ability for in-person, phone, and email interactions
• Comfort with digital tools and a willingness to learn new software
• Team-minded collaboration to support colleagues and the advisor
• Commitment to delivering outstanding client service and building relationships
• Aptitude for learning the financial services landscape, including account openings and transfers
• Independent administrative and operational support, including scheduling, meeting prep, correspondence, and helping improve processes
• Proficiency with technology and the readiness to work with tools like MoneyGuide, Salesforce and Microsoft Office

Pay, benefits and practical details you should know

The position is full-time and onsite in Hastings. Edward Jones offers a comprehensive benefits package for full-time associates, including medical and prescription drug coverage, dental and vision insurance, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life and AD&D coverage at no cost to associates, and a 401k retirement plan with tax-advantaged accounts like health savings and flexible spending accounts. The firm observes ten paid holidays and provides 15 days of vacation for new associates starting on January 1, plus sick time, personal days, and a paid day for volunteerism. Bonuses and profit sharing may apply, and there are merit-based salary increases as you progress in the role. For more details on benefits, you can view the benefits page.

Edward Jones describes its compensation approach as human-centered, with discretion and variable programs tied to branch and firm profitability as well as individual performance. The company is privately held, and the focus remains on supporting clients, colleagues and communities.

Advice for applicants who want this role

First, shape your resume to highlight the core mix this job requires: client service, account management and administrative support, underscored by strong technical skills. Lead with a brief profile that shows your experience in handling client inquiries, processing account openings/transfers, and using relevant software tools.

Next, prove the must-have skills with concrete examples. Include scenarios where you demonstrated analytical thinking, attention to detail, adaptability, and effective communication across multiple channels, plus evidence of collaborating with teammates and using digital tools like Salesforce or similar platforms.

In the interview, come ready to talk about times you updated an SOP or supported a branch initiative. You may be asked how you would manage scheduling, meeting prep, and client communications in a way that strengthens the advisor–client relationship. Bring notes on how you’ve used technology to improve processes or service delivery, and be prepared to discuss your experience with MoneyGuide, Salesforce, and Microsoft Office.

Smart questions to ask include how the branch measures success for the BOA, what the first 90 days look like, and how SOP updates are implemented to drive results. You could also ask how the BOA interacts with the financial advisor to balance client service with back-office efficiency and what kinds of growth opportunities exist within the branch.