Branch Office Administrator

Job Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Role Summary As a Branch Office Administrator (BOA), 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. Supporting Benefits Comprehensive 6‑month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You’ll often work independently but will have a team of thousands backing you every step of the way What you’ll do 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 the clients’ lives that may indicate a need for additional services Drive marketing activities such as planning and executing events Skills & Qualifications 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. 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. Handle account opening, transfer requests and other tasks at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. Benefits Full‑time associates receive medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. These are provided at no cost. 401(k) retirement plan and tax‑advantaged accounts: HSA, FSA. Ten paid holidays, 15 days of vacation for new associates starting on January 1, sick time, personal days, and a paid day for volunteerism. Eligible for bonuses and profit sharing. All associates eligible for the firm’s Employee Assistance Program. Additional benefits information available on our benefits page. Compensation Human‑centered approach with discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance. Minimum and maximum pay range shown below is a subset of total pay. Opportunity for merit‑based salary increases as you progress in the BOA role. Equal 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