Branch Office Administrator

Role Summary

As a Branch Office Administrator (BOA), 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. We’ll give you the support you need. Our team will be there every step of the way, providing:

• 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
• You’ll often work independently but will have a team of thousands backing you every step of the way

Role Requirements

To be successful as a BOA, you should possess the following skills:

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

What You Will Do

• 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.
• Manage client accounts, handle account transfers, and prepare documentation.
• Manage administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating Standard Operating Procedures (SOPs) and executing the branch business plan.
• Utilize technology such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Skills for Success

To be successful as a BOA, you should possess the following skills:

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Compensation and Benefits

We offer a competitive compensation and benefits package, including:

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts (health savings account, flexible spending account)
• Competitive salary with potential for merit-based increases
• Benefits page for more information

About Edward Jones

Edward Jones is a Fortune 500¹ company where people come first. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. We are proud to serve over nine million clients and 20,000 financial advisors across the U.S. and Canada.

We are committed to creating a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. We are an inclusive environment where everyone’s different viewpoints are valued and help to achieve results.

For more information on the benefits available to Edward Jones associates, please visit our benefits page.

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.