Branch Office Administrator

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.

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• 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: Learn and understand the financial services industry. Handle account opening, 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: Work independently under the direction of the financial advisor. Manage appointments, prepare materials for client meetings, handle correspondence, support marketing initiatives, streamline processes, update SOPs, and strategically execute on the branch business plan.
• Technology: Strong computer literacy with a willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products, and other firm‑provided software.

• A culture of continuous improvement and professional development.
• An inclusive environment where everyone’s different viewpoints are valued.
• Recognition of individual efforts through a rewards program that promotes long‑term career development and financial security.
• Full‑time associates receive medical, prescription drug, dental, vision, voluntary benefits (including accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, basic AD&D coverage, a 401(k) retirement plan, health savings account, flexible spending account, ten paid holidays, 15 days of vacation for new associates, sick time, personal days, a paid day of volunteerism, and eligibility for bonuses and profit sharing.
  
  All associates are eligible for the firm's Employee Assistance Program.

• Competitive compensation and a variable compensation program, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunities for merit‑based salary increases as you progress in the BOA role.

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.