Branch Office Administrator

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.

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You will 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 and the home office
• You will often work independently but will have a thousand+ team backing you every step of the way

• 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 the clients’ lives 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. 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. Handle account opening, 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 under the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Streamline processes, update SOPs, and execute the branch business plan strategically.
• Technology:
  Strong computer literacy and 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.
• An inclusive environment where diverse viewpoints are valued.
• Individual rewards program promoting long‑term career and financial well‑being.
• Full‑time associates receive a comprehensive benefits package:
• Medical, prescription drug, dental, vision insurance and voluntary benefits such as accident, hospital indemnity, and critical illness coverage; short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost.
• 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
• Ten paid holidays, 15 days vacation starting January 1 of each year, sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing;
  Employee Assistance Program.

• Competitively compensated with discretionary and variable programs including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunities for merit‑based salary 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.