BOA

Edward Jones is seeking a Branch Office Administrator (BOA) to support our client-focused Financial Advisors. In this role, you will deliver exceptional client service, manage daily branch operations, and ensure accurate processing of accounts, documents, and transactions. Responsibilities include scheduling appointments, preparing client materials, maintaining records, and supporting compliance procedures. You'll thrive in our relationship-driven, collaborative culture with comprehensive training, professional growth opportunities, competitive pay, full benefits, and the chance to help clients reach their long-term financial goals.

Responsibilities

• Support Financial Advisors with daily branch operations and administrative tasks
• Deliver high-quality client service via phone, email, and in-person interactions
• Open, maintain, and update client accounts and documentation accurately
• Process transactions, forms, and regulatory paperwork in a timely manner
• Schedule and confirm client appointments and prepare meeting materials
• Maintain client records and data integrity in firm systems and CRMAssist with workflow, filing, and organization to ensure an efficient branch
• Uphold compliance, confidentiality, and firm policies in all activities

Required Skills

• Client account administration
• Financial services operations
• Data entry and accuracy
• Appointment scheduling
• CRM software
• Document processing
• Regulatory documentation handling
• Cash handling and reconciliation
• Telephone etiquette
• Microsoft Office