Talent.com
No longer accepting applications
Branch Office Administrator

Branch Office Administrator

Edward JonesLincoln, NE, United States
30+ days ago
Job type
  • Full-time
Job description

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team .

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule : Full-Time

Branch Address : 3520 Village Drive Suite 400, Lincoln, NE

This job posting is anticipated to remain open for 30 days, from 05-Nov-2025. The posting may close early due to the volume of applicants.

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. We're 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, 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. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We'll 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
  • You'll 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
  • You can also 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.
  • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
  • Full-time Associates receive the following benefits :
  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .

    You'll be competitively compensated...

  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
  • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
  • Hiring Minimum : $21.38

    Hiring Maximum : $22.71

    Read More About Job Overview

    Skills / Requirements

    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 Office products and other firm-provided software.
  • Read More About Skills / Requirements

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Read More About Awards & Accolades

    About Us

    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 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.

    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.

    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.

    Create a job alert for this search

    Office Administrator • Lincoln, NE, United States

    Related jobs
    • Promoted
    Office Manager

    Office Manager

    Drew Edmond - State Farm AgencyLincoln, NE, US
    Full-time
    We seek a detail-oriented professional with stellar customer service and collaboration skills to support our agency and community by promoting State Farm products and services.As an Office Manager ...Show moreLast updated: 30+ days ago
    • Promoted
    ObGyn

    ObGyn

    CompHealthBeatrice, Nebraska, US
    Full-time
    ObGyn physician employment in Nebraska : Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to...Show moreLast updated: 30+ days ago
    • Promoted
    Office Technician / Building #5 (LRC)

    Office Technician / Building #5 (LRC)

    Nebraska GovernmentLincoln, NE, US
    Full-time
    Are you seeking a busy, fast-paced career? Check this out! The Nebraska Department of Health & Human Services (DHHS) contributes to the lives and health of Nebraskans every day.Our mission, "Helpin...Show moreLast updated: 30+ days ago
    BPN Medical Office Receptionist-Bryan Plaza Family Medicine

    BPN Medical Office Receptionist-Bryan Plaza Family Medicine

    Bryan HealthLincoln, Nebraska, United States, 68502
    Full-time
    BPN Medical Office Receptionist-Bryan Plaza Family Medicine.Greets and assists patients and / or visitors in person or via telephone in a professional and courteous manner. Enters patient demographic ...Show moreLast updated: 17 days ago
    • Promoted
    Diesel Fleet Techs - Earn $21.78-$32.64 / Hr - Tool Allowance + Benefits

    Diesel Fleet Techs - Earn $21.78-$32.64 / Hr - Tool Allowance + Benefits

    SyscoWilber, NE, US
    Full-time
    Sysco is now hiring Diesel Fleet Technicians Lvl.Hour • - $600 Annual Tool Allowance.Comprehensive Benefits Package.We offer our colleagues the opportunity to grow personally and professionally, to ...Show moreLast updated: 4 days ago
    • Promoted
    Telemedicine Physician

    Telemedicine Physician

    QuickMDSeward, NE, US
    Full-time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...Show moreLast updated: 30+ days ago
    • Promoted
    Outside Sales Representative (Training Provided)

    Outside Sales Representative (Training Provided)

    Platinum Supplemental InsuranceSeward, NE, United States
    Full-time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...Show moreLast updated: 5 days ago
    • Promoted
    Planning Administrator - 2nd shift - Waverly, NE

    Planning Administrator - 2nd shift - Waverly, NE

    Tyson FoodsWaverly, NE, US
    Full-time
    Certain roles at Tyson require background checks.If you are offered a position that requires a background check you will be provided additional documentation to complete once an offer has been exte...Show moreLast updated: 13 days ago
    • Promoted
    Group Administrator

    Group Administrator

    Armed Forces Benefit AssociationLincoln, NE, United States
    Full-time
    Armed Forces Benefit Association provided pay range.This range is provided by Armed Forces Benefit Association.Your actual pay will be based on your skills and experience talk with your recruiter t...Show moreLast updated: 1 day ago
    • Promoted
    Clinical Administrator - Office Manager

    Clinical Administrator - Office Manager

    Lighthouse Autism CenterLincoln, NE, US
    Full-time
    Are you looking for a fun, rewarding career dedicated to helping children reach their full potential? If so, we want YOU to join us as Clinical Administrator at Lighthouse Autism Center! As a Clini...Show moreLast updated: 6 days ago
    • Promoted
    Administrator, Loan Origination System

    Administrator, Loan Origination System

    CarringtonLincoln, NE, United States
    Full-time
    Come join our amazing team and work remote from home!.Responsible for providing dedicated support for the loan origination system and managing related critical initiatives.Perform day-to-day admini...Show moreLast updated: 8 days ago
    • Promoted
    Branch Manager

    Branch Manager

    McKinnis Roofing & Sheet MetalLincoln, NE, US
    Full-time
    About McKinnis Roofing and Sheet Metal.McKinnis Roofing & Sheet Metal is a trusted leader in roofing and sheet metal services, known for exceptional craftsmanship and outstanding customer satis...Show moreLast updated: 30+ days ago
    • Promoted
    Office Administrator

    Office Administrator

    TradeJobsWorkforce68446 Syracuse, NE, US
    Full-time
    Office Administrator Job Duties : Supports company operations by maintaining office systems and superv...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Loan Administrator

    Loan Administrator

    Farmers & Merchants BankMilford, NE, United States
    Full-time
    Farmers & Merchants Bank is a family owned, chartered institution with office locations in 12 communities in Nebraska, and about 100 employees. We have everything the bigger banks have - the newest ...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Service Desk Administrator

    Service Desk Administrator

    GovCIOLincoln, NE, United States
    Full-time
    GovCIO is currently hiring for a Service Desk Administrator with an active Secret clearance to provide Tier I phone support and troubleshooting in compliance with established policies / procedures.Th...Show moreLast updated: 1 hour ago
    • Promoted
    Clinical Psychologist - Lincoln NE

    Clinical Psychologist - Lincoln NE

    MRG ExamsMalcolm, NE, US
    Part-time
    Clinical Psychologist – Veteran Disability Assessments .We are seeking a dedicated Clinical Psychologist to join our team in performing medical assessments for U. Veterans as part of the VA's disabi...Show moreLast updated: 6 days ago
    • Promoted
    Office Specialist

    Office Specialist

    Nebraska GovernmentLincoln, NE, US
    Full-time
    The work we do matters! Hiring Agency : State Patrol - Agency 64 Location : Lincoln, NE Hiring Rate : $17.Job Description : Are you looking for a civilian career in law enforcement? Do you want to help...Show moreLast updated: 30+ days ago
    Medical Office Receptionist-Bryan Urgent Care -Seward

    Medical Office Receptionist-Bryan Urgent Care -Seward

    Bryan HealthSeward, Nebraska, United States, 68434
    Full-time
    Medical Office Receptionist-Bryan Urgent Care -Seward.Greets and assists patients and / or visitors in person or via telephone in a professional and courteous manner. Enters patient demographic and in...Show moreLast updated: 17 days ago