Branch Office Administrator

Job Posting Details This role is open for 30 days from 16-Jun-2026. The posting may close early if the position is filled. Role Summary As a Branch Office Administrator (BOA), you will provide seamless administrative support to financial advisors and contribute to client account management, communication, and service excellence. Responsibilities Deliver exceptional client service via inbound and outbound calls, email, and in-person interactions. Assist in weekly and annual business planning processes. Listen for client needs and suggest additional services. Support marketing activities, including event planning and execution. Handle account opening, transfers, and other transactions under advisor direction. Schedule appointments, prepare meeting materials, and manage correspondence. Update SOPs and execute branch business plan. Use technology such as MoneyGuide, Salesforce, and Microsoft Office. Skills & Qualifications Analytical thinking and attention to detail. Adaptability and strong conversational skills. Digital tool utilization and teamwork. Requirements Client Service: Provide exceptional service to clients via calls, email, and in-person interactions; develop and maintain strong relationships with clients, referral sources, and internal support teams. Account Management: Learn and understand the financial services industry; process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently at the advisor’s direction; schedule appointments, prepare materials, manage correspondence, and support marketing initiatives. Technology: Strong computer literacy; willing to learn programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software. Benefits Medical, prescription drug, dental, and vision coverage. Voluntary benefits such as 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, health savings account, and flexible spending account. 10 paid holidays and 15 vacation days for new associates starting on January 1 of each year. Potential for bonuses, profit sharing, and merit‑based salary increases. Employee Assistance Program. Compensation Compensation is competitive and includes variable components tied to branch and firm profitability, with opportunities for bonuses and merit increments. EEO 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 Edward Jones