Branch Office Administrator

Edward Jones, a financial services firm, is looking for a Branch Office Administrator (BOA) to provide administrative support to financial advisors and enhance client experience.

As a Branch Office Administrator, you will support client accounts, facilitate communication, and contribute to the advisor’s success.

• Comprehensive 6‑month training with a dedicated mentor.
• Wide support network from your branch to the region and home office.
• Independent work backed by a large team.

• 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.
• Listen for situations in 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 calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and maintain relationships with clients, referral sources, and internal support team members.
• Account management:
  Learn the financial services industry. Handle account opening, transfers, and other requests. Process transactions, prepare documentation, and maintain accurate records.
• Administrative & operational support:
  Work independently to schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, and streamline processes.
• Technology proficiency:
  Comfortable with Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness).
• Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost.
• 401k retirement plan and tax‑advantaged accounts.
• 10 paid holidays, 15 days vacation (new associates), sick time, personal days, and paid volunteer days.
• Employee Assistance Program.

Competitive base salary plus discretionary and variable compensation, including bonuses based on branch and firm profitability and individual performance. Merit‑based salary increases are available.

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.