Branch Office Administrator

Branch Office Administrator (BOA) – the role supports financial advisors and their clients by providing administrative assistance and ensuring a positive client experience. Role Summary As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to clients and financial advisors. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. Support Comprehensive 6-month training with an experienced peer mentor Wide support network from branch office to region to head office Independent work with backing from a large team Responsibilities Deliver exceptional personalized service so clients feel understood and informed Participate in the annual business planning process to develop strategies for the upcoming year Listen actively for client life situations that may indicate a need for additional services Lead marketing activities, such as planning and executing events Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Requirements Client Service: Provide exceptional service via inbound/outbound calls, email, and in-person interactions. Resolve inquiries, ensure an exceptional experience, and build strong relationships with clients and internal team members. Account Management: Learn the financial services industry. Handle account openings, transfers, and other requests at the advisor’s direction. Process transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently under the advisor’s direction. Schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives. Update SOPs and execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology, including MoneyGuide, Salesforce, Microsoft Office, and other company‑provided software. Benefits A culture of continuous improvement and professional development. An inclusive environment where everyone’s different viewpoints are valued. A rewards program that promotes a long‑term career and the well‑being of you and your family. Full‑time Associates receive the following benefits: medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (all at no cost). A 401(k) retirement plan, health savings and flexible spending accounts, ten paid holidays, 15 days of vacation starting January 1, sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the Employee Assistance Program. Additional details are available at Compensation Human‑centered approach focused on partnership and positive impact. Variable compensation programs that include bonus opportunities based on branch and firm profitability, and individual performance. Minimum and maximum salary range provided; merit‑based salary increases are available as you progress in the BOA role. Equal Opportunity 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