Branch Office Administrator

Overview Branch Office Administrator (BOA) providing administrative support to a financial advisor or a team of advisors. Supports client accounts, facilitates communication, and ensures a positive client experience. A strong opportunity to grow your career in a dynamic environment. Responsibilities Deliver exceptional personalized service to ensure clients feel understood and informed. Take an active role in annual business planning to help develop strategies for the upcoming year. Actively listen for situations in clients’ lives that may indicate a need for additional services and respond appropriately. Support marketing activities, including planning and executing events. Provide administrative and operational support under the direction of the financial advisor, including scheduling, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Contribute to streamlining processes and updating SOPs; assist in executing the branch business plan. Role Requirements Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal teams. Account Management: Learn and understand the financial services industry; assist with account openings, transfers, and other requests under the direction of the financial advisor; process transactions and maintain accurate client records. Administrative & Operational Support: Work independently as directed by the financial advisor; handle various administrative tasks, schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives. Technology: Proficiency with standard computer tools and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software. Qualifications / Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Benefits and Compensation Comprehensive benefits package including medical, prescription drug, dental, and vision insurance; voluntary benefits (e.g., accident, hospital indemnity, and critical illness); disability and life insurance coverage. 401(k) retirement plan and tax-advantaged accounts (HSA, FSA). Paid holidays and vacation, sick time, personal days, and a paid volunteer day; eligibility for bonuses and profit sharing. Employee Assistance Program (EAP) and other supportive programs; details on benefits available to associates are provided on the benefits page. Additional Information Compensation is structured with a base opportunity and potential bonus based on branch and firm profitability and individual performance. There is room for merit-based salary progression as you grow in the BOA role. Legal Notice Edward Jones is an equal opportunity employer. Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws. A copy of notices regarding applicable fair chance ordinances and related laws is available as required. #J-18808-Ljbffr Edward Jones