Branch Office Administrator

Job Overview

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long‑term financial goals.

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive six‑month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region and home office
• You’ll often work independently but will have a team of thousands backing you every step of the way

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients’ lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events

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

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Possess an aptitude to learn and understand the financial services industry. Include account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes by updating SOPs and strategically executing the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products, and other firm‑provided software.

• A culture of continuous improvement and professional development reflecting respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• We recognize individual efforts through a rewards program that promotes a long‑term career, your financial security, and your family’s well‑being
• Full‑time associates receive the following benefits:
  • Medical, prescription drug, dental, vision, and voluntary benefits such as accident, hospital indemnity, and critical illness, short‑ and long‑term disability, basic life, and basic AD&D coverage (provided at no cost)
  • 401(k) retirement plan, health savings account, and flexible spending account
  • Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
  • Potential bonuses and profit sharing; all associates eligible for the Employee Assistance Program
  • More information on benefits available to Edward Jones associates can be found on the benefits page

• Edward Jones follows a human‑centered approach and partners for positive impact, improving the lives of clients, colleagues, and communities.
• A private firm shares success with associates through discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, as well as individual performance.
• Hiring minimum and maximum ranges are shown below (subset of total pay range). Merit‑based salary increases are also possible 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.