This job posting is anticipated to remain open for 30 days from 09-Mar-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20000 financial advisors across the U.S. and Canada were proud to be privately-owned placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose We partner for positive impact to improve the lives of our clients and colleagues and together better our communities and society. We are an innovative flexible and inclusive organization that attracts develops and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen heard respected and supported. This is what we believe makes us the best place to start or build your career. 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.
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. Were proud to serve over nine million clients. Our BOAs are a valued part of the client support team and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary
As a Branch Office Administrator youll be a vital part of our team providing seamless support to our clients. Youll play a key role in supporting client accounts facilitating communication and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
Well give you the support you need. Our team will be there every step of the way providing
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
Youll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself…
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 listen for situations in the clients lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
What skills would make you a successful BOA
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service Provide exceptional service to clients via inbound and outbound calls email and in-person interactions. Respond to inquiries resolve issues and ensure an exceptional experience. Develop and maintain strong relationships with clients referral sources and internal client support team members.
Account Management Aptitude to learn and understand the financial services industry. Includes account opening handling account transfers and other requests at the direction of the financial advisor. Process account transactions prepare documentation and maintain accurate client records.
Administrative & Operational Support Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks including scheduling appointments preparing materials for client meetings managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide Salesforce Microsoft O