Branch Office Administrator

Overview Edward Jones is a Fortune 500 company that values people and their contributions. We partner with clients and colleagues to improve lives and communities. Role Summary As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors, help clients achieve their financial goals, and support the branch’s operations. What You Will Do Deliver exceptional personalized service to clients via calls, email, and in‑person interactions. Take an active role in the annual business planning process and assist in developing strategies for the upcoming year. Listen for situations that may indicate a need for additional services. Drive marketing activities such as planning and executing events. Key Responsibilities Client Service – provide exceptional service, respond to inquiries and resolve issues. Account Management – learn industry fundamentals, handle account opening, transfers, and other requests; process transactions and maintain accurate client records. Administrative & Operational Support – schedule appointments, prepare materials, manage correspondence, support marketing initiatives, streamline processes, and execute the branch business plan. Technology – use MoneyGuide, Salesforce, Microsoft Office and other firm‑provided software. Required Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Qualifications & Experience Experience in client service, customer support, or a related field. Strong communication skills (written and verbal). Ability to work independently while collaborating with a team of advisors and support staff. Familiarity with financial services terminology is preferred. Benefits A culture of continuous improvement and professional development. An inclusive environment that values diverse viewpoints. Recognition through a rewards program that promotes long‑term career and financial security. Part‑time associates (30+ hours/week) are eligible for medical and prescription drug coverage, health savings account, flexible spending account, voluntary benefits, well‑being programs, retirement plan (if eligible), and accruals of paid sick leave and paid time off based on hours worked. Access to a 6‑month training program, peer mentor, and a wide support network. Compensation Human‑centered approach with discretionary and variable compensation including bonus opportunities based on branch and firm profitability and individual performance. Opportunity for merit‑based salary increases as you progress in the BOA role. Equal Opportunity Employer 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. #J-18808-Ljbffr Edward Jones