Edward Jones
Branch Office Administrator
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Edward Jones
Base Pay Range $26.00/hr - $31.00/hr
Job Overview As a Branch Office Administrator (BOA), you will partner with financial advisors to support a small client‑support team. You are the first point of contact for clients, ensuring a positive experience across phone, in‑person, and digital interactions. Your role is essential in helping clients achieve their financial goals.
Responsibilities
Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions; resolve issues and maintain strong client relationships.
Manage account opening, transfers, and other client requests; process transactions and prepare documentation.
Handle administrative tasks: schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives.
Maintain accurate client records and update SOPs, contributing to the branch business plan.
Utilize technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Participate in annual business planning and client‑needs assessments to identify opportunities for additional services.
Assist in marketing activities, including planning and executing events.
Qualifications
Strong analytical thinking, attention to detail, and adaptability.
Excellent conversational and team collaboration skills.
Comfortable using digital tools and learning new software.
Ability to work independently under the direction of a financial advisor.
Benefits and Support
Comprehensive 6‑month training with a dedicated mentor.
Wide support network from branch to regional to headquarters.
Culture of continuous improvement, professional development, and inclusion.
Rewards program recognizing individual effort.
Full‑time benefits: medical, dental, vision, prescription drug, voluntary benefits, disability, life, AD&D (no cost), 401(k) with company match, health savings account, flexible spending account.
Paid holidays, vacation, sick time, personal days, and a paid day for volunteerism.
Potential for bonus and profit sharing based on branch and firm profitability.
Hiring Range
Hiring Minimum: $26.10
Hiring Maximum: $31.00
EEO Statement 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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–
Edward Jones
Base Pay Range $26.00/hr - $31.00/hr
Job Overview As a Branch Office Administrator (BOA), you will partner with financial advisors to support a small client‑support team. You are the first point of contact for clients, ensuring a positive experience across phone, in‑person, and digital interactions. Your role is essential in helping clients achieve their financial goals.
Responsibilities
Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions; resolve issues and maintain strong client relationships.
Manage account opening, transfers, and other client requests; process transactions and prepare documentation.
Handle administrative tasks: schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives.
Maintain accurate client records and update SOPs, contributing to the branch business plan.
Utilize technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Participate in annual business planning and client‑needs assessments to identify opportunities for additional services.
Assist in marketing activities, including planning and executing events.
Qualifications
Strong analytical thinking, attention to detail, and adaptability.
Excellent conversational and team collaboration skills.
Comfortable using digital tools and learning new software.
Ability to work independently under the direction of a financial advisor.
Benefits and Support
Comprehensive 6‑month training with a dedicated mentor.
Wide support network from branch to regional to headquarters.
Culture of continuous improvement, professional development, and inclusion.
Rewards program recognizing individual effort.
Full‑time benefits: medical, dental, vision, prescription drug, voluntary benefits, disability, life, AD&D (no cost), 401(k) with company match, health savings account, flexible spending account.
Paid holidays, vacation, sick time, personal days, and a paid day for volunteerism.
Potential for bonus and profit sharing based on branch and firm profitability.
Hiring Range
Hiring Minimum: $26.10
Hiring Maximum: $31.00
EEO Statement 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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