Branch Office Administrator

Branch Office Administrator (BOA)

Find yourself looking for a fulfilling career? As a Branch Office Administrator, you provide essential administrative support to financial advisors, ensuring clients receive seamless service and accurate account management.

You will be a vital part of our team, supporting client accounts, facilitating communication, and ensuring a positive client experience. You will assist in business planning, listen for client needs, and drive marketing activities.

• Comprehensive 6‑month training with an experienced peer mentor
• A wide support network from branch office to region to home office
• Independent work with 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 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. 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 at the direction of the financial advisor. Manage scheduling, appointment coordination, client meeting materials, correspondence, and marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan.
• Technology: Exhibit strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products, and other firm‑provided software.

• Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits such as accident, hospital indemnity, and critical illness, short‑ and long‑term disability, basic life, and AD&D coverage (no cost to associates). Additionally, 401(k) retirement plan, health savings account, and flexible spending account are offered. Twelve paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism are provided.
  
  Associates may be eligible for bonuses, profit sharing, and the Employee Assistance Program.

• Compensation is based on a human‑centered approach with discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• There is also a range 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.