Branch Office Administrator

Role Summary

As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors and help clients achieve their long-term financial goals. Your key responsibilities include supporting client accounts, facilitating communication, and ensuring a positive client experience.

• 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.
• Provide exceptional service through inbound and outbound calls, email, and in-person interactions; resolve issues and maintain strong client relationships.
• Handle account opening, account transfers, and other requests directed by the financial advisor; process transactions, prepare documentation, and maintain accurate client records.
• Work independently, managing scheduling, preparing meeting materials, supporting marketing initiatives, updating SOPs, and executing the branch business plan.
• Use technology including Money Guide, Salesforce, Microsoft Office products, and other firm-provided software.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration
• Computer literacy and willingness to learn new technology.
• Understanding of the financial services industry (learning aptitude).

• Comprehensive 6-month training with an experienced peer mentor.
• A wide support network from branch office to region to home office.
• Independent work with the backing of thousands of teammates.

• Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness).
• Short- and long-term disability, basic life, basic AD&D at no cost.
• 401(k) retirement plan; health savings account; flexible spending account.
• 10 paid holidays; 15 days vacation for new associates starting January 1; sick time, personal days, paid volunteerism day.
• Bonuses, profit sharing, Employee Assistance Program.

Competitive compensation includes discretionary and variable programs with bonus opportunities based on branch and firm profitability, as well as individual performance.

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.