Branch Office Administrator

Branch Office Administrator (BOA) role paired with financial advisors to support clients. Role Summary As a Branch Office Administrator, you will provide seamless support to our clients, manage client accounts, facilitate communication, and ensure a positive client experience. What we offer Comprehensive 6‑month training with peer mentorship. A wide support network from the branch office to the region and home office. Opportunity to work independently with a supportive team backing you at every step. Key Responsibilities Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Learn and understand the financial services industry. Open accounts, handle transfers, and process other requests under the financial advisor's direction. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently under the financial advisor's direction. Manage scheduling, prepare materials for client meetings, handle correspondence, support marketing initiatives, and streamline processes by updating SOPs and executing the branch business plan. Technology: Demonstrate strong computer literacy and willingness to learn new technology, such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software. Desired Attributes & Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Benefits Full‑time associates receive the following benefits: Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, and critical illness). Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost. 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA). Ten paid holidays and 15 days of vacation for new associates beginning January 1 each year, plus sick time, personal days, and a paid day for volunteerism. Eligibility for bonuses and profit sharing; access to the firm's Employee Assistance Program. Competitive pay with opportunities for merit‑based salary increases and variable compensation tied to branch and firm profitability. Equal Employment 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 Edward Jones