BOA

Edward Jones is seeking a Branch Office Administrator (BOA) to support our financial advisors in delivering exceptional client service. In this role, you will manage daily branch operations, including opening accounts, processing documentation, updating client records, and coordinating appointments. You will be a primary client contact for routine inquiries, ensuring a warm, professional experience. Our client-first, relationship-driven culture emphasizes integrity, collaboration, and growth.

We offer comprehensive training, support for licensing, competitive compensation, full benefits, and clear opportunities to advance your career in financial services.

Responsibilities

• Support financial advisors with daily branch operations and client service
• Process new accounts, transfers, and client paperwork accurately and on time
• Maintain and update client records in firm systems and CRM tools
• Coordinate client meetings, prepare materials, and manage calendars
• Handle inbound calls and emails, answering routine client questions
• Ensure adherence to firm policies and basic regulatory requirements
• Assist with cash handling, deposits, and transaction follow-up
• Provide exceptional, relationship-focused service to every client

Required Skills

• Client account management
• Financial documentation processing
• Data entry
• Appointment scheduling
• CRM software
• Microsoft Office
• Regulatory compliance basics
• Cash handling
• Phone and email communication
• Time management