Branch Office Administrator

The Branch Office Administrator (BOA) role provides administrative support to one or more financial advisors, ensuring seamless client service and supporting the overall client experience. Role Summary As a BOA, you will support client accounts, assist with business planning, identify service opportunities, and help execute marketing events. Responsibilities Client Service: Provide exceptional 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 the internal support team. Account Management: Learn industry concepts; open accounts, process transfers, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Schedule appointments, prepare client meeting materials, manage correspondence, support marketing initiatives, update SOPs, and execute branch business plans. Technology: Use MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software. Qualifications Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Skills & Traits Deliver exceptional personalized service to clients. Active involvement in annual business planning. Identify service opportunities based on clients' life events. Plan and execute marketing events. Benefits & Compensation The BOA receives a comprehensive benefits package that includes medical, prescription, dental, vision, voluntary coverage, disability, and life insurance, a 401(k) retirement plan, and paid holidays. Compensation is based on a human‑centered approach and includes discretionary bonuses tied to branch and firm profitability and individual performance. The position offers opportunities for merit‑based salary increases. Equal Opportunity Employment Statement 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