Sr Branch Office Administrator

Edward Jones is seeking a Sr Branch Office Administrator to support a busy financial advisory office. In this client-facing role, you will manage daily branch operations, greet and assist clients, schedule appointments, and prepare account paperwork. You'll process transactions, maintain accurate records, and ensure compliance with firm and regulatory policies. The Sr BOA also coordinates branch marketing activities, supports seminars and client events, and uses financial and CRM software to track activity.

This position offers growth, licensing support, and the opportunity to build long-term relationships while helping clients pursue their financial goals.

Responsibilities

• Manage daily branch office operations and administrative workflows
• Provide front-desk client service, including greeting clients and answering inquiries
• Schedule and confirm client appointments and maintain advisor calendars
• Prepare, process, and track account documents and transactions
• Maintain accurate client records and ensure data integrity in CRM systems
• Support compliance by following firm and regulatory policies and procedures
• Coordinate branch marketing activities, mailings, and client event logistics
• Handle phone, email, and written correspondence with clients and vendors
• Monitor office supplies, coordinate vendors, and support facilities needs
• Collaborate with financial advisor to prioritize tasks and client follow-up

Required Skills

• Client relationship management
• Office administration
• Financial paperwork processing
• Regulatory and compliance awareness
• CRM software proficiency
• Scheduling and calendar management
• Data entry and recordkeeping
• Microsoft Excel
• Microsoft Outlook
• Document management