Branch Office Administrator

Branch Office Administrator (BOA)

This role partners with financial advisors to support clients and helps them achieve their long‑term financial goals. As a BOA you will provide administrative support, handle client accounts, and facilitate communication to ensure a positive client experience.

You will be a vital part of our team, providing seamless support to clients and contributing to the business plan and marketing initiatives.

• Comprehensive six‑month training and a peer mentor.
• A wide support network from branch to region to home office.
• Independent work with the backing of a team of thousands.

• Delivering exceptional personalized service.
• Participating in annual business‑planning to develop strategies.
• Listening for client life situations that indicate new service needs.
• 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 via calls, email, and in‑person interactions. Resolve inquiries and maintain relationships.
• Account Management – Learn the financial services industry. Handle account openings, transfers, and other requests; process transactions and keep accurate records.
• Administrative & Operational Support – Work independently under advisor direction. Schedule appointments, prepare client materials, manage correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan.
• Technology – Strong computer literacy and willingness to learn new programs such as Money Guide, Salesforce, Microsoft Office and other firm‑provided software.

• Health, dental, vision, prescription drug, and voluntary benefits.
• Short‑ and long‑term disability, basic life and AD&D at no cost.
• 401(k) retirement plan and tax‑advantaged accounts.
• 10 paid holidays, 15 days vacation for new associates, sick & personal days, and pay for volunteering.
• Bonus opportunities tied to branch and firm profitability and individual performance.

• Human‑centered approach with discretionary and variable compensation.
• Potential merit‑based salary increases as you progress.

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.