Sr BOA

This job posting is anticipated to remain open for 30 days, from 12-Aug-2026. The posting may close early due to the volume of applicants.

About the Company

Edward Jones is a Fortune 500 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.

About the Role

The Senior Branch Office Administrator (Sr. BOA) role teams 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. Sr. BOAs are a valued part of the client support team, contributing unique experiences and professional backgrounds.

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.
• 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.
• Learn and understand the financial services industry, including account opening, handling account transfers, and processing other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating SOPs and strategically execute on the branch business plan.
• Utilize and learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Requirements

• 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility.
• Strong analytical thinking, attention to detail, and adaptability.
• Excellent conversational and team collaboration skills.
• Strong computer literacy with a willingness to learn new technology and programs.
• Aptitude to work independently at the direction of the financial advisor.

Skills

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

Training and Support

• Comprehensive 6-month training including an experienced peer to mentor you.
• A wide support network that extends from your branch office to your region to the home office.
• Opportunity to work independently with a team of thousands backing you every step of the way.

Benefits

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost to associates.
• 401k retirement plan.
• Tax-advantaged accounts: health savings account and flexible spending account.
• 10 paid holidays and 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.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.

Pay

The hiring minimum and maximum range shown 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. Compensation includes bonus opportunities based on branch and firm profitability, along with individual performance.