Branch Office Administrator

Role Summary

As a Branch Office Administrator (BOA), you will partner with financial advisors to help clients achieve their long‑term financial goals. Your primary responsibility is to provide administrative support to a financial advisor or a team of advisors, ensuring a seamless client experience and contributing to the success of the branch.

• Deliver exceptional personalized service to clients via inbound and outbound calls, email, and in‑person interactions.
• Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support staff.
• Assist in account opening, transfers, and other client requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Streamline processes by updating SOPs and strategically executing the branch business plan.
• Utilize technology (Money Guide, Salesforce, Microsoft Office, and other firm‑provided software) with a willingness to learn new tools.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

Strong ability to work independently under the direction of the financial advisor, ensuring high quality and accurate completion of all administrative tasks.

Full‑time associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, basic AD&D, 401(k) retirement plan, health savings and flexible spending accounts, paid holidays, vacation, sick time, personal days, and paid volunteer days. Bonus and profit‑sharing opportunities are available, and all associates are eligible for the Employee Assistance Program.

Competitive compensation is based on branch and firm profitability, with opportunities for merit‑based salary increases and discretionary variable programs.

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.