BOA

As a Branch Office Administrator at Edward Jones, you will provide critical administrative and client service support within a local branch, helping deliver the firm's long-term, relationship-based guidance. In this role, you'll manage client communications, schedule appointments, prepare meeting materials, and process account paperwork with accuracy and confidentiality. You'll support financial advisors with daily operations, including transaction processing and recordkeeping, while ensuring compliance with firm and regulatory standards.

Edward Jones offers comprehensive training, support for licensing, and growth opportunities in a collaborative, client-first culture.

Responsibilities

• Support financial advisors with daily branch operations and client service activities.
• Process new accounts, transfers, trades, and service requests accurately and on time.
• Manage client communications, schedule appointments, and prepare meeting materials.
• Maintain accurate client records and documentation in accordance with firm and regulatory standards.
• Handle cash management, deposits, and transaction processing following compliance guidelines.
• Serve as a primary client contact, resolving routine inquiries and escalating complex issues as needed.
• Coordinate branch calendars, meetings, and office logistics to ensure smooth operations.
• Uphold confidentiality, compliance, and data security policies at all times.
• Leverage firm technology, CRM tools, and reporting systems to support branch productivity.
• Participate in training and professional development to grow within the firm.

Required Skills

• Client account administration
• Financial documentation processing
• Data entry and recordkeeping
• Appointment scheduling
• Customer service
• Cash handling and transaction processing
• Compliance and confidentiality procedures
• CRM and office software proficiency
• Time management
• Written and verbal communication