Branch Office Administrator

Role Summary As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors and a team of advisors, helping clients achieve their long‑term financial goals. Your work supports client accounts, facilitates communication, and ensures a positive client experience in a dynamic, rewarding environment. Key Responsibilities Provide exceptional client service via inbound and 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. Handle account opening, transfers, and other requests; process account transactions; prepare documentation; maintain accurate client records. Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan. Support annual business planning and event planning activities. Use technology such as MoneyGuide, Salesforce, Microsoft Office products, and other firm‑provided software. Work independently under the direction of the financial advisor while collaborating with a large support network. Skills & Qualifications Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Computer literacy and willingness to learn new technology and programs. 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, 15 days of vacation starting January1, sick time, personal days, and a paid day for volunteerism. Bonuses, profit sharing, and Employee Assistance Program. Compensation The hiring minimum and maximum range shown below is a subset of the total pay range. Additional merit‑based salary increases are possible as you progress in the BOA role. 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