Branch Office Administrator

Branch Office Administrator (BOA)

As a Branch Office Administrator, you will provide essential administrative support to financial advisors and their clients. You will manage client accounts, facilitate communication, and enhance the overall client experience.

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and team members.
• Assist in account opening, account transfers, and other requests in coordination with advisors.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle scheduling, prepare meeting materials, manage correspondence, and support marketing initiatives.
• Update SOPs and execute on the branch business plan.
• Utilize technology, including Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational and listening skills
• Digital tool utilization
• Team collaboration

• Comprehensive six‑month training with a peer mentor.
• A wide support network from the branch to the home office.
• Independently managed work with a team of thousands for support.

• Medical, prescription drug, dental, vision, voluntary benefits.
• Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost.
• 401(k) retirement plan with matching options.
• Health savings account and flexible spending account.
• Ten paid holidays and 15 days vacation for new associates.
• Paid days for sick time, personal days, and volunteerism.
• Employee Assistance Program and potential bonuses and profit sharing.

Edward Jones offers a human‑centred approach with discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance. The pay range includes potential merit‑based salary increases as you progress in the BOA 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.