Branch Office Administrator

At Edward Jones, we build deep, personal relationships with our clients, and our Branch Office Administrators (BOAs) play a vital role in delivering that experience. As a BOA, you will partner closely with a Financial Advisor to help clients achieve their long-term financial goals by delivering exceptional service, operational support, and a welcoming branch environment. This is a client-facing, full-time role that combines administrative excellence, relationship-building, and business support—all within a collaborative and mission-driven office. Branch Office Administrator (Full-Time) Edward Jones - Provo, UT Position Overview At Edward Jones, we build deep, personal relationships with our clients, and our Branch Office Administrators (BOAs) play a vital role in delivering that experience. As a BOA, you will partner closely with a Financial Advisor to help clients achieve their long-term financial goals by delivering exceptional service, operational support, and a welcoming branch environment. This is a client-facing, full-time role that combines administrative excellence, relationship-building, and business support—all within a collaborative and mission-driven office. Key Responsibilities Deliver personalized, high-quality service to clients in person, over the phone, and via email Support the financial advisor in managing and growing the practice Schedule appointments, prepare for client meetings, and manage follow-ups Process client transactions and maintain accurate records in compliance with firm policies Organize and maintain client files and operational systems Proactively identify opportunities to improve the client experience and branch efficiency Assist with marketing activities, client events, and community engagement efforts Maintain a professional and welcoming office environment Required Qualifications High school diploma or equivalent (associate's or bachelor's degree preferred) 1-3+ years of experience in customer service, administrative support, or a related role Strong interpersonal and communication skills Exceptional organizational skills with strong attention to detail Ability to prioritize tasks, manage time effectively, and meet deadlines High level of professionalism, integrity, and discretion Proficiency in Microsoft Office (Word, Excel, Outlook) Ability to work independently while contributing to a team environment Preferred Qualifications Experience in financial services, banking, or insurance Familiarity with CRM systems or client databases Securities Industry Essentials (SIE) or willingness to obtain industry licenses (Series 7 & 66) Proven track record of building strong client relationships Key Competencies Client-first mindset with a passion for service excellence Strong problem-solving and critical-thinking abilities Attention to detail and commitment to accuracy Adaptability and willingness to learn new systems and processes Positive attitude and team-oriented approach Why Edward Jones Meaningful work helping clients achieve financial goals Strong culture of support, collaboration, and professional development Opportunities for training, licensing, and career advancement Competitive compensation and benefits package Stable, values-driven firm with a long-term perspective Work Environment Full-time, in-office position Professional setting with frequent client interaction Small team environment with close collaboration with a Financial Advisor How to Apply Submit your resume and a brief cover letter outlining your experience and interest in the role. We are looking for individuals who are passionate about client service and eager to grow within a respected financial services firm. #J-18808-Ljbffr