Branch Office Administrator

Overview This job posting is anticipated to remain open for 30 days, from 01-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Role Summary As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. Responsibilities Provide administrative support to a financial advisor or a team of advisors. Support client accounts, facilitate communication, and ensure a positive client experience. Deliver exceptional personalized service to ensure clients feel understood and informed. Take an active role in the annual business planning process to assist in developing strategies for the upcoming year. Actively listen for situations in clients\' lives that may indicate a need for additional services. Support marketing activities such as planning and executing events. What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Learn and understand the financial services industry. Includes account opening, handling account transfers and other requests, processing account transactions, preparing documentation, and maintaining accurate client records. Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for meetings, managing correspondence, supporting marketing initiatives, and updating SOPs to support the branch business plan. Technology: Proficient with Microsoft Office and willing to learn firm-provided software such as MoneyGuide and Salesforce. Benefits and Compensation Inclusive environment and a culture of continuous improvement and professional development. Reward programs recognizing individual efforts and long-term career growth. Full-time benefits include medical and prescription coverage, dental, vision, voluntary benefits, disability, life insurance, a 401(k) plan, health savings account, flexible spending accounts, paid holidays, vacation, sick time, personal days, and paid volunteer time. Bonuses and profit sharing may apply based on performance. EEO and Additional Information 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. Qualified applicants with arrest or conviction records will be considered consistent with applicable laws and regulations. #J-18808-Ljbffr Edward Jones