Branch Office Administrator

Skills/Requirements

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

Branch Office Administrators (BOAs) team up with financial advisors to help clients achieve their long‑term financial goals. The BOA provides administrative support to one or multiple financial advisors, ensuring smooth client account management, effective communication, and a positive client experience.

Full‑Time

14 Nason Street, Maynard, MA

Edward Jones is a Fortune 500 company with over 9 million clients and 20 000 financial advisors across the U.S. and Canada. We are a privately‑owned firm that places the focus on clients rather than shareholder returns.

As a BOA, you’ll be a vital part of our team, providing seamless support to our clients and advisors. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

• Comprehensive 6‑month training, including an experienced peer mentor
• A wide support network extending from your branch office to the region and home office
• Opportunity to work independently while having a team of thousands backing you

• 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 clients’ lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued to achieve results
• Recognition of individual efforts through a rewards program that promotes long‑term career growth, financial security, and well‑being

Hiring Minimum: $28.35 Hiring Maximum: $30.69

Edward Jones offers a human‑centered approach with discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, along with individual performance.

• Client Service:
  Provide exceptional service 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:
  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:
  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, update SOPs, and strategically 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 products, and other firm‑provided software.

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.