Branch Office Administrator
Shawnee, Pottawatomie County, Oklahoma, 74802, USA
Listed on 2026-03-05
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Sales
Office Administrator/ Coordinator, Business Administration, Client Relationship Manager, Bilingual
Job Overview
Full-Time
Branch Address: 2510 E Independence St Ste 100, Shawnee, OK
This posting will remain open for 30 days, from 18-Feb-2026, but may close early due to the volume of applicants.
As a Branch Office Administrator (BOA), you will provide seamless support to our clients and financial advisors. Your role includes facilitating communication, ensuring a positive client experience, and supporting client accounts.
Support & Training- Comprehensive 6‑month training with an experienced peer mentor
- A wide support network from branch office to region and home office
- Independent work with a team of thousands backing you at every step
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Participate in the annual business planning process to assist in developing strategies for the upcoming year
- Listen actively for situations that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
- A culture of continuous improvement and professional development
- An inclusive environment that values different viewpoints
- A rewards program recognizing individual efforts, promoting long‑term career, financial security, and well‑being for you and your family
- Full‑time Associates receive the following benefits:
- Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, and critical illness)
- Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost to associates
- 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA)
- Ten paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism
- Bonuses, profit sharing, and eligibility for the Employee Assistance Program
Hiring Minimum: $21.38
Hiring Maximum: $23.14
- 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; develop and maintain strong client relationships. - Account Management:
Learn and understand the financial services industry; handle account openings, transfers, and other requests; process transactions and maintain accurate records. - Administrative & Operational Support:
Work independently under the advisor’s direction; schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives, and streamline processes. - Technology:
Strong computer literacy; willingness to learn new technology such as 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 a privately‑owned firm that prioritizes clients over shareholder returns, fostering an innovative, flexible, and inclusive environment. Our purpose is to partner for positive impact, improving the lives of clients, colleagues, and communities.
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.
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