Branch Office Administrator

Branch Office Administrator (BOA) If you are looking for a fulfilling career, the Branch Office Administrator role may be the right opportunity. BOAs team up with financial advisors to help clients achieve their long‑term financial goals. The primary role is to provide administrative support to a financial advisor or a team of multiple financial advisors. Role Summary You will be a vital part of our team, providing seamless support to our clients. You will support client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment. What We’ll Give You the Support You Need Comprehensive 6‑month training with an experienced peer mentor a wide support network from branch to region to the home office the ability to work independently with a team of thousands backing you Desired Attributes 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 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: Ability to learn and understand the financial services industry. Includes account opening, handling account transfers, and handling other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including 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 & Compensation Your benefits include: Medical and prescription drug coverage, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness). Short‑and‑long‑term disability, basic life, and basic AD&D coverage at no cost. 401(k) retirement plan and tax‑advantaged accounts such as health savings account and flexible spending account. 10 paid holidays, 15 days vacation for new associates starting on January 1 of each year, sick time, personal days, and a paid day for volunteering. Eligibility for bonuses and profit sharing. Employee Assistance Program. Other benefits available on the benefits page. Compensation Competitive base salary commensurate with experience. Discretionary and variable compensation programs, including bonuses based on branch and firm profitability and individual performance. Opportunity for merit‑based salary increases as you progress in the BOA role. 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 Edward Jones