Branch Office Administrator

Branch Office Administrator (BOA)

The Branch Office Administrator provides comprehensive administrative support to financial advisors and their client support teams. The BOA plays a vital role in client account management, communication, and ensuring a positive client experience.

• Offer exceptional client service via inbound/outbound calls, email, and in-person interactions; resolve inquiries and maintain positive relationships.
• Assist with account opening, transfers, and other requests directed by advisors; process account transactions and maintain accurate records.
• Perform administrative and operational tasks such as scheduling appointments, preparing materials for client meetings, and supporting marketing initiatives.
• Update standard operating procedures and contribute to the execution of the branch business plan.
• Maintain strong computer literacy, learning new technologies such as Money Guide, Salesforce, and Microsoft Office.

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

• A culture of continuous improvement and professional development.
• An inclusive environment valuing diverse perspectives.
• Rewards program recognizing individual efforts.
• Full‑time associates receive medical, prescription, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, basic AD&D coverage (no cost), a 401(k) plan, health savings account, flexible spending account, 10 paid holidays, 15 days vacation starting January 1, sick time, personal days, paid volunteer day, and eligibility for bonuses and profit sharing.

• Competitive base salary with discretionary and variable compensation programs tied to branch and firm profitability, and individual performance.
• Opportunity for merit‑based salary increases as you progress in the 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.