Branch Office Administrator - Lexington, KY

Opportunity Overview

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.

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.

• Comprehensive 6‑month training including an experienced peer mentor
• A wide support network that extends from your branch office to the region to the home office
• You’ll often work independently but will have a team of thousands backing you every step of the way

• 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 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 relationships with clients, referral sources, and internal support team members.
• Account Management: Manage account openings, transfers, and other requests. Process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently at the direction of the advisor. Handle scheduling, meeting materials, correspondence, and marketing initiatives. Update SOPs and execute on the branch business plan.
• Technology: Strong computer literacy and willingness to learn new technology 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.