Branch Office Administrator

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the United States and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long‑term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary As a Branch Office Administrator, you’ll 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. Support and Development 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 Support from thousands of associates while you work independently Your Responsibilities Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listening for situations in clients’ lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Key Skills Analytical thinking Attention to detail Adaptability Conversational skills Digital tool utilization Team collaboration 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: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and 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 A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone’s different viewpoints are valued and help to achieve results Recognition of individual efforts through a rewards program that promotes a long‑term career, financial security and well‑being for you and your family Full‑time Associates receive: Medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity and critical illness), short‑ and long‑term disability, basic life and basic AD&D coverage at no cost to associates 401(k) retirement plan and tax‑advantaged accounts (health savings account, flexible spending account) Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism Eligibility for bonuses and profit sharing; all associates are eligible for the Employee Assistance Program Compensation Human‑centered approach partnering for positive impact Discrete and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance Hiring minimum and maximum range shown below is a subset of the total pay range, with 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