Branch Office Administrator

Position Summary

The Branch Office Administrator (BOA) works closely with financial advisors to support client accounts, streamline operations, and deliver exceptional customer service. This role provides a chance to grow in a dynamic, client‑focused environment.

• Client Service: Deliver outstanding service via phone, email, and in‑person interactions; resolve inquiries and maintain strong client relationships.
• Account Management: Support account openings, transfers, and other administrative requests; process transactions and maintain accurate records.
• Administrative & Operational Support: Schedule appointments, prepare materials, manage correspondence, and assist with marketing initiatives; update SOPs and execute branch business plans.
• Technology: Use and learn firm software such as Money Guide, Salesforce, Microsoft Office, and other tools.
• Assist advisors with the annual business planning process and identify opportunities for additional services.
• Drive marketing activities such as event planning and execution.

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

• Human‑centered approach with discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• 401(k) retirement plan; health savings and flexible spending accounts.
• Paid holidays (10 days) and 15 days vacation for new associates starting on January 1 each year.
• Medical, prescription drug, dental, vision, voluntary and AD&D coverage; short‑ and long‑term disability, basic life; no cost to associates.
• Employee Assistance Program; profit‑sharing and potential merit‑based salary increases.

• Comprehensive 6‑month training with a peer mentor.
• A wide support network from branch office to region to home office.
• Independent work with backing from a large team of associates.

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.