Branch Office Administrator

Role Summary

In the Branch Office Administrator (BOA) role, you will team up with financial advisors to help clients achieve their long‑term financial goals by providing seamless administrative support.

• Provide exceptional client service via inbound and outbound calls, e‑mail, and in‑person interactions, ensuring an exceptional experience.
• Learn and understand the financial services industry, handle account opening, account transfers, and other requests; process account transactions and maintain accurate client records.
• Perform independent administrative tasks: schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives; streamline processes and update SOPs as part of the branch business plan.
• Use technology tools (Money Guide, Salesforce, Microsoft Office, and other firm‑provided software) to support advisor work.

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Ability to deliver personalized service, actively support business planning, listen for client needs, and drive marketing activities.

• Comprehensive 6‑month training with a mentor.
• Wide support network from branch to region to home office.
• Independent work with a large team backing you.

• Health, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life and AD&D at no cost.
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• Ten paid holidays, 15 days vacation for new associates, sick time, personal days, and a day for volunteerism.
• Eligible for bonuses, profit sharing, and Employee Assistance Program.
• Culture of continuous improvement, diversity and inclusion, and recognition through a rewards program.

• Human‑centered approach with discretionary bonus based on branch and firm profitability and individual performance.
• Opportunity 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.