Branch Office Administrator

About the Role Branch Office Administrator (BOA) – team up with financial advisors to help clients achieve long‑term financial goals. As a BOA, you provide administrative support to a financial advisor or a team of advisors and play a vital role in the client support team. Role Summary 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. Key Responsibilities 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. Required Skills & Experience Analytical thinking. Attention to detail. Adaptability. Conversational skills. Digital tool utilization. Team collaboration. Qualifications 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; handle account opening, account transfers and other requests; process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently at the direction of the financial advisor; schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives; streamline processes, update SOPs, and execute branch business plan strategically. Technology: Strong computer literacy and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. Support & Training Comprehensive 6‑month training, including an experienced peer mentor. A wide support network that extends from your branch office to your region to the home office. Work independently while having a team of thousands backing you every step of the way. Benefits Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. 401(k) retirement plan, health savings account, and flexible spending account. Ten paid holidays, 15 days of vacation for new associates starting January 1 of each year, sick time, personal days, and a paid day for volunteerism. Employee Assistance Program. Rewards program recognizing individual efforts, promoting long‑term career, financial security, and well‑being for you and your family. Compensation Edward Jones offers a discretionary and variable compensation program, including bonus opportunities based on branch and firm profitability and individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range, with opportunities for merit‑based salary increases as you progress in the BOA role. Equal Opportunity Statement 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. ¹ Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. #J-18808-Ljbffr Edward Jones