Branch Office Administrator

Branch Office Administrator (BOA) pairs with financial advisors to help clients achieve their long-term financial goals. As a BOA, you provide administrative support to a single advisor or a team of multiple advisors. You’ll assist with client accounts, facilitate communication, and ensure a positive client experience, helping the firm serve over nine million clients.

As a Branch Office Administrator, you’ll support client accounts, coordinate scheduling, and help maintain an efficient office environment. Working independently, you’ll still be part of a vast network of associates dedicated to client service.

• Comprehensive 6‑month training with peer mentoring
• Wide support network from branch to home office
• Independent work with a backing team of thousands

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Play an active role in the annual business planning process, assisting in strategy development for the upcoming year
• Listen for life events 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 via inbound/outbound calls, email, and in‑person interactions. Resolve inquiries, ensure a positive experience, and build strong relationships with clients and internal teams.
• Account management: Learn and understand the financial services industry. Handle account opening, transfers, and other requests. Process transactions, prepare documentation, and maintain accurate client records.
• Administrative & operational support: Work independently under advisor direction. Schedule appointments, prepare client meeting materials, manage correspondence, and support marketing initiatives. Update SOPs and execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and firm‑provided software.

• A culture of continuous improvement and professional development reflecting respect for individuals
• An inclusive environment where diverse viewpoints are valued and help achieve results
• A rewards program that promotes long‑term career and financial security, including bonuses and profit sharing
• Full‑time associates receive medical, prescription drug, dental, vision, voluntary benefits (e.g., accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life, and AD&D coverage. Benefits are provided at no cost. A 401(k) retirement plan, health savings and flexible spending accounts, ten paid holidays, 15 days of vacation (starting Jan 1 each year), sick time, personal days, and a paid day for volunteerism.
  
  Employees may be eligible for bonuses and profit sharing and are covered by the firm’s Employee Assistance Program. For more information on benefits, visit the benefits page.

• Edward Jones emphasizes a human‑centered partnership approach, sharing success through discretionary and variable compensation programs, including bonuses tied to branch and firm profitability and individual performance.
• There is a base salary range with opportunities for merit‑based 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.