Edward Jones
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Branch Office Administrator
role at
Edward Jones .
Base Pay Range $21.00/hr - $23.00/hr
Job Overview As a Branch Office Administrator (BOA), you will be a vital part of our client support team, providing seamless administrative support to a financial advisor or a team of multiple advisors. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
Key Responsibilities
Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions.
Learn and understand the financial services industry, handling account opening, transfers, and other routine requests.
Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
Update standard operating procedures and execute on the branch business plan.
Use firm‑provided technology such as MoneyGuide, Salesforce, and Microsoft Office.
Required Skills & Qualifications
Analytical thinking and attention to detail.
Adaptability and strong conversational skills.
Digital tool utilization.
Team collaboration and strong computer literacy.
Willingness to learn new technology and programs.
Training & Support
Comprehensive 6‑month training with a peer mentor.
A supportive network from your branch office to the region and home office.
Opportunity to work independently while backed by a team of thousands.
Compensation & Benefits Hiring minimum: $21.38 per hour Hiring maximum: $23.14 per hour
Full‑time associates receive benefits including medical, prescription drug, dental, vision, voluntary benefits, disability, life insurance, a 401(k) plan, health savings accounts, flexible spending accounts, paid holidays, vacation, sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses, profit sharing, and a rewards program.
Seniority Level and Employment Type Associate – Full‑time
Legal Notice 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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Branch Office Administrator
role at
Edward Jones .
Base Pay Range $21.00/hr - $23.00/hr
Job Overview As a Branch Office Administrator (BOA), you will be a vital part of our client support team, providing seamless administrative support to a financial advisor or a team of multiple advisors. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
Key Responsibilities
Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions.
Learn and understand the financial services industry, handling account opening, transfers, and other routine requests.
Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
Update standard operating procedures and execute on the branch business plan.
Use firm‑provided technology such as MoneyGuide, Salesforce, and Microsoft Office.
Required Skills & Qualifications
Analytical thinking and attention to detail.
Adaptability and strong conversational skills.
Digital tool utilization.
Team collaboration and strong computer literacy.
Willingness to learn new technology and programs.
Training & Support
Comprehensive 6‑month training with a peer mentor.
A supportive network from your branch office to the region and home office.
Opportunity to work independently while backed by a team of thousands.
Compensation & Benefits Hiring minimum: $21.38 per hour Hiring maximum: $23.14 per hour
Full‑time associates receive benefits including medical, prescription drug, dental, vision, voluntary benefits, disability, life insurance, a 401(k) plan, health savings accounts, flexible spending accounts, paid holidays, vacation, sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses, profit sharing, and a rewards program.
Seniority Level and Employment Type Associate – Full‑time
Legal Notice 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.
#J-18808-Ljbffr