Edward Jones
Overview
This job posting is anticipated to remain open for 30 days, from 16-Sep-2025. 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 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately owned, placing the focus on our clients rather than shareholder returns. Our purpose is: 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.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Role Summary 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. We 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.
Responsibilities
Deliver exceptional personalized service to ensure clients feel understood and informed
Take 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
Drive marketing activities such as planning and executing events
Provide client account support, facilitate communication, and ensure a positive client experience
Support client accounts, communicate with clients and internal teams, and maintain accurate records
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:
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:
Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence, supporting marketing initiatives, and updating SOPs to support the branch business plan.
Technology:
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
You can expect
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
A rewards program recognizing individual efforts and supporting long-term career, financial security, and well-being
Full-time associates receive a comprehensive benefits package including medical, dental, vision, disability, life insurance, a 401k plan, health accounts, paid holidays, vacation, sick time, personal days, and a paid day for volunteerism
Bonus opportunities based on branch and firm profitability, along with individual performance
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.
You can also expect a culture that values inclusion and professional development, with recognition of individual contributions and a focus on a positive client and colleague experience.
For more information on the benefits available to Edward Jones associates, please visit the benefits page.
#J-18808-Ljbffr
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately owned, placing the focus on our clients rather than shareholder returns. Our purpose is: 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.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Role Summary 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. We 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.
Responsibilities
Deliver exceptional personalized service to ensure clients feel understood and informed
Take 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
Drive marketing activities such as planning and executing events
Provide client account support, facilitate communication, and ensure a positive client experience
Support client accounts, communicate with clients and internal teams, and maintain accurate records
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:
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:
Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence, supporting marketing initiatives, and updating SOPs to support the branch business plan.
Technology:
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
You can expect
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
A rewards program recognizing individual efforts and supporting long-term career, financial security, and well-being
Full-time associates receive a comprehensive benefits package including medical, dental, vision, disability, life insurance, a 401k plan, health accounts, paid holidays, vacation, sick time, personal days, and a paid day for volunteerism
Bonus opportunities based on branch and firm profitability, along with individual performance
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.
You can also expect a culture that values inclusion and professional development, with recognition of individual contributions and a focus on a positive client and colleague experience.
For more information on the benefits available to Edward Jones associates, please visit the benefits page.
#J-18808-Ljbffr