Branch Office Administrator - Conway, AR

Opportunity Overview

Opportunity Overview If you are looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team with financial advisors to help clients achieve long‑term financial goals. The primary responsibility is providing administrative support to one or more advisors in a branch office. We proudly serve over nine million clients and value the diverse experiences and professional backgrounds of our BOAs.

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to clients and advisors. You will support client accounts, facilitate communication, and ensure a positive client experience. This is an exciting opportunity to grow your career in a dynamic environment.

• Delivering exceptional personalized service to clients so they feel understood and informed.
• Taking an active role in the annual business planning process to develop strategies for the upcoming year.
• Actively listening for situations in clients’ lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

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

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and maintain an exceptional experience. Build strong relationships with clients, referral sources, and internal support team members.
• Account Management: Learn and understand the financial services industry. Handle account opening, account transfers, and other client requests. Process account transactions, prepare documentation, and keep accurate client records.
• Administrative & Operational Support: Work independently at the direction of an advisor. Handle scheduling appointments, preparing materials for meetings, managing correspondence, and supporting marketing initiatives. Streamline processes, update SOPs, and strategically execute branch business plans.
• Technology: Strong computer literacy and willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and firm‑provided software.

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.