Branch Office Administrator
About the Company
Edward Jones is a Fortune 500 company and privately-owned financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We prioritize people—clients and colleagues—over shareholder returns. Our purpose is to partner for positive impact, improving lives, communities, and society through innovation, flexibility, and inclusivity. We value diverse viewpoints and foster a culture where associates feel seen, heard, respected, and supported.
About the Role
The Branch Office Administrator (BOA) role provides administrative support to financial advisors or teams, helping clients achieve their long-term financial goals. As a BOA, you’ll be a vital part of the client support team, ensuring seamless service and a positive client experience. This role offers growth opportunities in a dynamic and rewarding environment.
Support and Development
- Comprehensive 6-month training with an experienced peer mentor
- A wide support network spanning branch offices, regions, and the home office
- Independence in your role with the backing of a team of thousands
Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to develop strategies for the upcoming year
- Actively listen for client life situations that may indicate a need for additional services
- Drive marketing activities, including planning and executing events
- Client Service: Provide exceptional service via inbound/outbound calls, email, and in-person interactions; resolve inquiries and maintain strong client relationships
- Account Management: Learn and understand the financial services industry; handle account openings, transfers, and requests at the direction of the financial advisor; process transactions and maintain accurate records
- Administrative & Operational Support: Work independently to handle scheduling, meeting preparation, correspondence, and marketing initiatives; streamline processes and execute the branch business plan
- Technology: Demonstrate strong computer literacy and willingness to learn firm-provided software (e.g., MoneyGuide, Salesforce, Microsoft Office)
Skills
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Requirements
- Aptitude to learn and understand the financial services industry
- Strong ability to work independently at the direction of the financial advisor
- Strong computer literacy with a willingness to learn new technology
Benefits
Full-time associates receive the following benefits:
- Health & Insurance: Medical, prescription drug, dental, and vision coverage; voluntary benefits (accident, hospital indemnity, critical illness); short- and long-term disability, basic life, and basic AD&D (provided at no cost)
- Retirement & Savings: 401k retirement plan; tax-advantaged accounts (health savings account, flexible spending account)
- Time Off: 10 paid holidays; 15 vacation days for new associates (beginning January 1 of each year); sick time, personal days, and a paid day for volunteerism
- Additional Perks: Eligibility for bonuses and profit sharing; Employee Assistance Program
Pay
The hiring minimum and maximum range is a subset of the total pay range. Compensation includes:
- Base salary with merit-based increases as you progress in the role
- Discretionary and variable compensation programs, including bonus opportunities based on branch/firm profitability and individual performance