Branch Office Administrator

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$23.00/hr – $25.00/hr

At Edward Jones, a Branch Office Administrator (BOA) works closely with financial advisors to provide administrative and operational support, facilitate client communication, and enhance the overall client experience. The BOA serves as the first point of contact for clients, managing inbound and outbound calls, emails, and in‑person interactions. Key responsibilities include opening accounts, handling transfers, scheduling appointments, preparing meeting materials, and supporting marketing initiatives.

• Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions.
• Assist in opening accounts, processing transfers, and maintaining accurate client records.
• Manage scheduling, appointment preparation, and correspondence to support financial advisors.
• Support marketing activities and event execution.
• Streamline processes by updating SOPs and executing on the branch business plan.
• Utilize firm‑provided technology such as Money Guide, Salesforce, and Microsoft Office.

• Analytical thinking and attention to detail.
• Adaptability and strong conversational skills.
• Proficiency with digital tools and a willingness to learn new software.
• Team collaboration and a client‑focused mindset.

• Comprehensive 6‑month training with a peer mentor.
• Strong support network from branch to home office.
• Health, dental, vision, and prescription drug coverage (some at no cost).
• Short‑ and long‑term disability, basic life, and AD&D coverage at no cost.
• 401(k) retirement plan with matching.
• Paid holidays, vacation, sick time, personal days, and volunteerism days.
• Employee Assistance Program and potential bonuses or profit sharing.

Associate

Full‑time

General Business, Administrative, and Customer Service

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.