Branch Office Administrator

Overview

Position:
Branch Office Administrator (BOA). Full-Time

Branch Address: 101 George St, Morris, IL

This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants.

$26.00/hr - $31.00/hr

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients  lives that may indicate a need for additional services
• Provide administrative support to a financial advisor or a team of multiple financial advisors
• Support client accounts, facilitate communication, and ensure a positive client experience

As a 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.

• A culture of continuous improvement and professional development
• An inclusive environment where diverse viewpoints are valued
• Benefits for full-time associates as described by Edward Jones

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

• 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 ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management:
  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:
  Work independently at the direction of the financial advisor. Handle scheduling, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Update SOPs and support the branch business plan.
• Technology:
  Strong computer literacy and willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other 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.

Edward Jones is a Fortune 500 company with a focus on client service and community impact.

• Associate

• Full-time

• General Business, Administrative, and Customer Service