Branch Office Administrator

Role Summary

As a Branch Office Administrator (BOA) you will provide seamless administrative support to a financial advisor or a team of multiple advisors, helping clients achieve their long-term financial goals.

• Deliver exceptional personalized service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in the annual business planning process and develop strategies for the upcoming year.
• Actively listen for clients’ life changes that may signal a need for additional services.
• Support 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 via calls, email, and in-person interactions. Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal teams.
• Account Management: Learn and understand the financial services industry. Perform account opening, transfers, and other requested transactions; process documentation and maintain accurate client records.
• Administrative & Operational Support: Work independently on tasks such as scheduling appointments, preparing client-meeting materials, managing correspondence, and supporting marketing initiatives. Streamline processes, update SOPs, and execute the branch business plan.
• Technology: Strong computer literacy and willingness to learn new programs such as Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

• Comprehensive 6-month training with a peer mentor.
• A wide support network from branch to region to home office.
• Independent work with a team of thousands backing you.
• Culture of continuous improvement, professional development, and inclusive environment.
• Rewards program, 401(k) plan, health savings and flexible spending accounts, medical, dental, vision, voluntary benefits, short- and long-term disability, basic life, basic AD&D.
• 10 paid holidays, 15 days vacation for new associates, sick and personal days, paid day for volunteerism.
• Potential bonuses, profit sharing, and Employee Assistance Program.

• Human-centered approach with discretionary and variable compensation based on branch, firm profitability, and individual performance.
• Opportunity for 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.