Branch Office Administrator

If you are looking for a fulfilling career
, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs work with financial advisors to support clients' long‑term financial goals. This role requires administrative support to a financial advisor or a team of multiple financial advisors. Edward Jones serves over nine million clients, and BOAs are valued support team members.

As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to our clients. 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 to mentor you
• A wide support network that extends from your branch office to your region to the home office
• Independent work with thousands of associates backing you every step of the way

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listening for situations in the clients' lives that may indicate a need for additional services
• Driving 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: Learn and understand the financial services industry. Manage account open, transfers, and other requests. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle scheduling appointments, preparing materials, 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, and other firm‑provided software.

• 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 and help to achieve results
• Recognition of individual efforts through a rewards program that promotes a long‑term career, financial security, and well‑being for you and your family
• Full‑time associates receive the following benefits:
  • Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost. Edward Jones offers a 401(k) retirement plan, tax‑advantaged accounts (HSA, FSA). We observe ten paid holidays and provide 15 days of vacation for new associates starting January 1 of each year, plus sick time, personal days, and a paid day for volunteerism.
    
    Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program.
    For more information on benefits available to Edward Jones associates, please visit our benefits page.

• Edward Jones believes in a human‑centered approach as we partner for positive impact, improving the lives of clients, colleagues, and communities.
• Based on a legacy of partnership, we share success through discrete and variable compensation programs, including bonus opportunities tied to branch and firm profitability and individual performance.
• The hiring minimum and maximum range shown below is a subset of the total pay. Merit‑based salary increases are 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.