Edward Jones
Overview
Position: Branch Office Administrator (BOA). Full-Time Branch Address: 101 George St, Morris, IL This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants. Base pay range
$26.00/hr - $31.00/hr Responsibilities
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 Provide administrative support to a financial advisor or a team of multiple financial advisors Support client accounts, facilitate communication, and ensure a positive client experience Role Summary
As a Branch Office Administrator, you\'ll be a vital part of our team, providing seamless support to our clients. You\'ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. What you can expect
A culture of continuous improvement and professional development An inclusive environment where diverse viewpoints are valued Benefits for full-time associates as described by Edward Jones Skills/Requirements
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration 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, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Update SOPs and support the branch business plan. Technology: Strong computer literacy and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software. About Us & Equal Opportunity
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. Edward Jones is a Fortune 500 company with a focus on client service and community impact. Seniority level
Associate Employment type
Full-time Job function
General Business, Administrative, and Customer Service
#J-18808-Ljbffr
Position: Branch Office Administrator (BOA). Full-Time Branch Address: 101 George St, Morris, IL This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants. Base pay range
$26.00/hr - $31.00/hr Responsibilities
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 Provide administrative support to a financial advisor or a team of multiple financial advisors Support client accounts, facilitate communication, and ensure a positive client experience Role Summary
As a Branch Office Administrator, you\'ll be a vital part of our team, providing seamless support to our clients. You\'ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. What you can expect
A culture of continuous improvement and professional development An inclusive environment where diverse viewpoints are valued Benefits for full-time associates as described by Edward Jones Skills/Requirements
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration 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, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Update SOPs and support the branch business plan. Technology: Strong computer literacy and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software. About Us & Equal Opportunity
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. Edward Jones is a Fortune 500 company with a focus on client service and community impact. Seniority level
Associate Employment type
Full-time Job function
General Business, Administrative, and Customer Service
#J-18808-Ljbffr