BOA

As a Branch Office Administrator at Edward Jones, you'll support financial advisors in delivering client-first, relationship-focused financial guidance. In this on-site role, you'll handle client service, appointment scheduling, and detailed account processing while maintaining accurate records and regulatory compliance. You'll use firm systems to manage client information, prepare reports, and support branch marketing activities. Edward Jones provides training, professional growth opportunities, and competitive compensation with benefits in a collaborative, community-oriented environment.

Responsibilities

• Greet and support clients in person and by phone, providing timely, professional service.
• Process client transactions, account paperwork, and documentation accurately and securely.
• Schedule and confirm client appointments and maintain advisor calendars.
• Maintain organized client records and ensure confidentiality and regulatory compliance.
• Assist with preparation of reports, presentations, and meeting materials for client reviews.
• Support branch marketing and client outreach activities as directed by the financial advisor.
• Handle incoming correspondence, mail, and office supplies to keep the branch running smoothly.
• Use firm systems and CRM tools to update client information and track activities.

Required Skills

• Customer service
• Financial data entry
• Account documentation
• Cash handling
• Appointment scheduling
• CRM software
• Microsoft Office
• Regulatory compliance basics
• Recordkeeping
• Telephone etiquette