Senior Branch Office Administrator
but not as heading.) - Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. - If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. 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 Sr. 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. 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 youA wide support network that extends from your branch office to your region to the home officeYou’ll often work independently but will have a team of thousands backing you every step of the way - Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informedTaking an active role in the annual business planning process to assist in developing strategies for the upcoming yearActively listen for situations in the clients' lives that may indicate a need for additional servicesDriving marketing activities such as planning and executing events - What skills would make you a successful Sr. BOA? Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam Collaboration - Role Requirements 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibilityClient 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. Streamlining 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. - At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones 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. (This is EEO boilerplate; we must remove.) - You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributionsAn inclusive environment where everyone’s different viewpoints are valued and help to achieve results.We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-beingFull-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes medical and 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. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. - You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role. We need to extract sections: - About the role: Could be the introductory description about the firm and role. Might be "About the role" heading. We can include a paragraph summarizing the firm description and role purpose. - Responsibilities: The bullet list of duties: supporting client accounts, facilitating communication, ensuring positive client experience, delivering personalized service, annual business planning, listening for client needs, driving marketing activities, etc. Also the "Can you see yourself…" list. - Requirements: The "Role Requirements" section with 5+ years experience and sub-bullets: Client Service, Account Management, Administrative & Operational Support, Technology. - Qualifications: Might be similar to Requirements? Could combine. But we need to decide: The posting includes "Role Requirements" and also "What skills would make you a successful Sr. BOA?" which is skills. So we can have Requirements (experience) and Skills (list). Qualifications maybe not separate; we could omit if no distinct content. - Skills: list: Analytical Thinking, Attention to Detail, Adaptability, Conversational Skills, Digital Tool Utilization, Team Collaboration. - Benefits: detailed list of benefits: medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, basic AD&D (no cost), 401k, HSA, FSA, ten paid holidays, 15 days vacation, sick time, personal days, paid day for volunteerism, bonuses/profit sharing, Employee Assistance Program. - Pay: The posting mentions compensation: "You'll be competitively compensated… Edward Jones believes in a human centered approach... discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role." No explicit numbers given. Since we should not create Pay section unless posting actually states them. It does mention compensation but no specific numbers; it says "hiring minimum and maximum range shown below is a subset of the total pay range." However no numbers are shown in the text we have. It might be implied that there is a range shown elsewhere (maybe not included). Since we don't have actual numbers, we should not create a Pay section with filler like "not specified". The instruction: "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". So we should omit Pay section. - Schedule: Not mentioned; omit. - Also we might include a short paragraph about posting duration: "This job posting is anticipated to remain open for 30 days, from 03-Sep-2026. The posting may close early due to the volume of applicants." Could be placed as a
before sections. We must not include boilerplate like EEO, awards, etc. We removed EEO line. Also we should remove duplicated lines like "Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones" repeated twice; we can drop. We need to preserve all substantive information. Let's extract substantive paragraphs. Let's craft HTML:
This job posting is anticipated to remain open for 30 days, from 03‑Sep‑2026. The posting may close early due to the volume of applicants.
About the role
Edward Jones is a Fortune 500 company where people come first, serving over 9 million clients with 20,000 financial advisors across the U.S. and Canada. As a privately‑owned firm, the focus is on clients rather than shareholder returns. The purpose is to partner for positive impact to improve the lives of clients and colleagues and to better communities and society. Edward Jones is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Associates are seen, heard, respected, and supported. The Senior Branch Office Administrator (Sr. BOA) teams up with financial advisors to help clients achieve long‑term financial goals by providing administrative support to an advisor or a team of advisors.
Responsibilities
- Support client accounts and facilitate communication to ensure a positive client experience.
- Deliver exceptional personalized service so 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.
- Provide comprehensive 6‑month training with an experienced peer mentor.
- Leverage a wide support network extending from the branch office to the region and home office.
- Work independently while having the backing of a team of thousands.
Requirements
5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility.
- Client Service: Provide exceptional service via inbound/outbound calls, email, and in