Branch Office Administrator

Job Overview The Branch Office Administrator (BOA) role supports financial advisors and their teams by providing comprehensive administrative assistance. BOAs help clients achieve long‑term financial goals through seamless support and service. Position Details Schedule: Full‑time Branch address: 100 Ridge Road, Suite 23, Chadds Ford, PA Job posting will remain open for 30 days, from 20-Feb-2026, but may close early based on applicant volume. Role Summary As a BOA, you’ll be a vital part of our client support team. Your responsibilities include maintaining client accounts, facilitating communication, and ensuring a positive experience for every client. What we provide Comprehensive six‑month training with a peer mentor. A wide support network from the branch to the region and home office. Independent work with the backing of a large, collaborative team. Core Responsibilities Deliver exceptional personalized service via calls, email, and in‑person interactions; resolve inquiries and issues. Assist in annual business planning and strategy development. Listen for opportunities to recommend additional services to clients. Plan and execute marketing events and activities. Maintain accurate client records and documentation. Support account opening, transfers, and other transactions under advisor direction. Handle scheduling, meeting preparation, correspondence, and marketing initiatives. Update SOPs and implement branch business plans. Use technology tools such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software. Required Skills Analytical thinking Attention to detail Adaptability Conversational skills Digital tool utilization Team collaboration Compensation Hiring minimum: $26.10 per hour Hiring maximum: $28.26 per hour Benefits Medical, prescription drug, dental, vision, and voluntary benefits. Short‑ and long‑term disability, basic life, and AD&D coverage at no cost. 401(k) retirement plan with matching. Health savings and flexible spending accounts. 10 paid holidays, 15 days vacation for new associates, and additional personal and sick leave. Potential bonuses and profit sharing, Employee Assistance Program. 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 law. #J-18808-Ljbffr Edward Jones