Branch Office Administrator

As a Branch Office Administrator (BOA), you'll be a vital part of our team, providing seamless administrative support to financial advisors and their clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain strong client relationships.
• Support account management tasks including account opening, transfers, and other administrative requests; process account transactions, prepare documentation, and maintain accurate client records.
• Assist in the annual business planning process and marketing activities, such as event planning and execution.
• Deliver personalized service and actively listen for client needs that may indicate additional services.
• Maintain and update standard operating procedures and execute branch business plans strategically.
• Handle scheduling, meeting materials preparation, correspondence, and marketing support.

• Analytical thinking, attention to detail, adaptability, and conversational skills.
• Proficiency with digital tools; willingness to learn new technology (Money Guide, Salesforce, Microsoft Office, etc.).
• Strong computer literacy and ability to work independently under the direction of a financial advisor.
• Team collaboration; ability to work both independently and within a large support network.
• Valid driver's license and reliable transportation (optional).

• Experience in client service or similar roles is preferred but not mandatory.
• Understanding of financial services industry or aptitude to learn quickly.
• Ability to manage multiple priorities and adapt to changing demands.

• Comprehensive 6‑month training program with mentorship.
• Wide support network from branch to regional to home office.
• Competitive compensation with discretionary and variable programs; bonus opportunities based on branch and firm profitability.
• Full medical, dental, vision, and prescription drug coverage at no cost to associates.
• Short‑term and long‑term disability, basic life, and AD&D coverage.
• 401(k) retirement plan with tax‑advantaged options.
• Paid holidays (10 days), 15 days vacation for new associates, sick time, personal days, and a paid volunteerism day.
• Employee Assistance Program and profit‑sharing eligibility.

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.