Branch Office Administrator: Client Services & Ops

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. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

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. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

• Comprehensive 6 month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• You’ll often work independently but will have a team of thousands 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, including 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 through SOP updates and execute branch business plan strategically.
• Technology: Demonstrate strong computer literacy and 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 that respects individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help achieve results
• A rewards program that promotes a long-term career, financial security, and well-being for the associate and their family
• Full-time associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short and long-term disability, basic life, basic AD&D coverage (no cost), 401(k) plan, health savings account, flexible spending account, ten paid holidays, 15 days vacation for new associates beginning on January 1, sick time, personal days, volunteer days, and potential bonuses and profit sharing. All associate have access to the Employee Assistance Program.

• Human-centered approach to partnership and performance sharing through discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance
• Range varies; merit-based salary increases available during the BOA role progression

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.