Branch Office Administrator

Branch Office Administrator (BOA) Role

We are looking for a Branch Office Administrator to join a financial services firm where your contributions matter. The BOA works closely with financial advisors to support client accounts and ensure a positive client experience.

As a BOA you will provide essential administrative support, manage client interactions, and help the advisor team achieve business goals. This role is ideal for an organized individual who enjoys client service and process improvement.

• Deliver exceptional service to clients via inbound and outbound calls, email, and in‑person interactions.
• Assist with account opening, account transfers, and other advisor‑directed requests.
• Prepare and maintain accurate client records and documentation.
• Schedule meetings, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives and execute branch business plan activities.
• Streamline processes, update SOPs, and execute on the branch business plan strategically.

• Analytical thinking and attention to detail.
• Adaptability and strong conversational skills.
• Digital tool utilization and team collaboration.
• Computer literacy and willingness to learn new technology (Money Guide, Salesforce, Microsoft Office).
• Strong client service orientation and ability to work independently.

• Medical, dental, vision, and prescription drug coverage.
• Short‑term and long‑term disability, basic life, and AD&D at no cost to associates.
• 401(k) retirement plan plus tax‑advantaged accounts (HSA, FSA).
• 15 days of vacation for new associates, 15 paid holidays, and paid volunteer days.
• Employee Assistance Program and potential bonus and profit‑sharing opportunities.

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.