Branch Office Administrator - Marianna, FL

Overview

Opportunity Overview

The Branch Office Administrator (BOA) role is a collaborative support position for financial advisors. BOAs provide administrative support to a financial advisor or a team of advisors and help clients work toward their long-term financial goals. We serve more than nine million clients, and BOAs are a valued part of the client support team, bringing diverse experiences and viewpoints to help achieve results.

Role

Summary:

As a Branch Office Administrator, you will provide seamless support to clients, help manage client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment.

• Comprehensive 6-month training with an experienced mentor
• A wide support network from the branch to regional and home office levels
• Independent work with a large backing team

Responsibilities (highlights)

• Deliver exceptional personalized service to clients to ensure they feel understood and informed
• Participate in the annual business planning process to support strategy development for the upcoming year
• Actively listen for client situations that may indicate a need for additional services
• Drive marketing activities, including planning and executing events

Skills for a successful BOA

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

• Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal teams.
• Account Management: Learn and understand the financial services industry. Handle account openings, transfers, and other requests as directed by the financial advisor. Process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently under the direction of the financial advisor. Manage scheduling, meeting materials, correspondence, marketing support, and streamline processes including updating SOPs and executing the branch business plan.
• Technology: Proficient computer literacy with willingness to learn Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned and focus on clients rather than share prices. Our purpose is to partner for positive impact to improve the lives of clients and colleagues and to better our communities and society. We strive to be innovative, flexible, and inclusive, attracting and developing performance excellence and a sense of belonging.

We value diverse viewpoints and believe people are at the center of our partnership. View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

We celebrate our associates’ contributions and recognitions. See our U.S. and Canadian awards and accolades in our Insights & Information materials.

Full-Time

Branch Support - BOA

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.

Paula Mc Cann

You can also expect…

• A culture of continuous improvement and professional development that respects individuals and their unique contributions
• An inclusive environment where diverse viewpoints are valued to achieve results
• Acknowledgement of individual efforts through a rewards program supporting long-term career, financial security, and well-being
• Full-time associates receive comprehensive benefits, including medical, dental, vision, disability, life insurance, a 401(k) plan, health accounts, holidays, vacation, sick time, personal days, and volunteer time off. Details are on the benefits page.

You'll be competitively compensated:

• Edward Jones emphasizes a human-centered approach to positively impact clients, colleagues, and communities
• As a privately held firm, the company shares success with associates via discretionary and variable compensation, including bonuses based on branch and firm profitability and individual performance
• The listed salary range is a subset of the total pay range; merit-based increases may apply as you progress in the BOA role

United States