Branch Office Administrator

Branch Office Administrator (BOA)

Find yourself looking for a fulfilling career as a Branch Office Administrator? The BOA role is a prime opportunity to team with financial advisors and help clients achieve their financial goals. As a BOA, you will provide essential administrative support to a financial advisor or multiple advisors, contributing to the success of our client support team.

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. Your responsibilities include supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers a fantastic opportunity to grow your career in a dynamic, rewarding environment.

• Comprehensive 6-month training, including an experienced peer as mentor.
• A wide support network spanning branch, region, and home office.
• Independent work with the backing of a large team.

• Deliver exceptional personalized service, making clients feel understood and informed.
• Assist with annual business planning, developing strategies for the upcoming year.
• Listen for opportunities in clients' lives that may indicate 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 and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Build and maintain strong relationships with clients, referral sources, and internal support teams.
• Account Management
  :
  Learn and understand the financial services industry. Handle account opening, transfers, and other requests. Process transactions, prepare documentation, and maintain accurate records.
• Administrative & Operational Support
  :
  Work independently at the advisor’s direction. Manage scheduling, meeting materials, correspondence, and marketing initiatives. Streamline processes by updating SOPs and executing on the branch business plan.
• Technology
  :
  Demonstrate strong computer literacy and be willing to learn new technology such as Money Guide, Salesforce, Microsoft Office, and firm-provided software.

• A culture of continuous improvement and professional development.
• An inclusive environment valuing diverse viewpoints.
• A rewards program promoting long-term career, financial security, and well-being.
• • Medical, prescription drug, dental, vision, 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, health savings account, and flexible spending account.
  • Ten paid holidays, 15 days of vacation for new associates starting January 1, plus sick time, personal days, and paid volunteerism day.
  • Potential bonuses and profit sharing; eligibility for Employee Assistance Program.

• Human-centered approach to partnership and positive impact.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• An opportunity for merit-based salary increases over time.

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.