Talent.com
No longer accepting applications
Branch Office Administrator

Branch Office Administrator

Edward JonesWildwood, FL, United States
14 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 : 5814 Seven Mile Drive, Suite 104, Wildwood, FL

This job posting is anticipated to remain open for 30 days, from 28-Oct-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 • Wildwood, FL, United States

    Related jobs
    • Promoted
    Office Manager

    Office Manager

    TradeJobsWorkForce32686 Reddick, FL, US
    Full-time
    HR function by keeping personnel records up to date, arranging interviews and so on.Show moreLast updated: 30+ days ago
    • Promoted
    Front Office Coordinator

    Front Office Coordinator

    Ability RehabilitationApopka, FL, US
    Full-time
    Ability Rehabilitation believes in placing the well-being of our patients first.We accomplish this by carefully selecting compassionate, dedicated, and team-oriented staff.Our company is therapist ...Show moreLast updated: 30+ days ago
    • Promoted
    Assistant Office Manager

    Assistant Office Manager

    TEAK ISLE INCOcoee, FL, US
    Full-time
    We are seeking a driven, detail-oriented Assistant Office Manager to join our team with a defined path toward taking over the full Office Manager role. This is a unique opportunity to work side-by-s...Show moreLast updated: 24 days ago
    • Promoted
    • New!
    Dental Office Manager

    Dental Office Manager

    Aspen DentalThe Villages, FL, United States
    Full-time
    At Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competiti...Show moreLast updated: 8 hours ago
    • Promoted
    Office Manager

    Office Manager

    Generator Supercenter of OcalaOcala, FL, US
    Full-time
    A positive and collaborative work environment.Company work truck is provided.Generator Supercenter is the company for all your generator needs. We provide high-quality models, have factory-certified...Show moreLast updated: 30+ days ago
    • Promoted
    PAYROLL ADMINISTRATOR (ON-SITE ONLY)

    PAYROLL ADMINISTRATOR (ON-SITE ONLY)

    Mullinax FordApopka, FL, United States
    Full-time
    Payroll Administrator (On-site Only).Since we opened our first dealership in 1970, we've steadily grown to one of the nation's best dealerships, regardless of brand! Over the past few years, we've ...Show moreLast updated: 1 day ago
    • Promoted
    Office Clerk

    Office Clerk

    TradeJobsWorkforce32686 Reddick, FL, US
    Full-time
    The Ideal Candidate : Be highly motivated; possess excellent communication skills and works well under pressure while maintaining a positive attitude. Be dependable, organized and can work with very...Show moreLast updated: 30+ days ago
    Retail Office Assistant

    Retail Office Assistant

    Our CompanyClermont, Florida, United States, 34711
    Full-time
    Starting Salary : $14 – 16 per hour, depending on experience.Medical, Dental, Vision and other benefits available based on # of hours worked. Associate Discounts on Rooms To Go furniture.Join the ROO...Show moreLast updated: 15 days ago
    • Promoted
    Administrative Assistant

    Administrative Assistant

    Troon GolfClermont, FL, United States
    Full-time
    At Troon, we believe our Associates are our greatest strength and competitive advantage.Accounting focuses on carefully forecasting and reporting on the company's financial stability, creating and ...Show moreLast updated: 1 day ago
    • Promoted
    Bilingual Spanish - Medical Front Office

    Bilingual Spanish - Medical Front Office

    All Medical AlliedOcoee, FL, US
    Full-time
    Bilingual Spanish Front Desk : $17-$18.Please send resume and HS diploma to.Length of assignment : 1 year to 1½ years.Hours : M-F between hours of 8 : 00 am to 5 : 00 pm 38 hours ( 1 flex day part ...Show moreLast updated: 30+ days ago
    • Promoted
    Business Office Generalist-Ambulatory Surgery Center

    Business Office Generalist-Ambulatory Surgery Center

    Winter Garden Surgery CenterWinter Garden, FL, US
    Full-time
    The Business Office Generalist is a versatile role with a wide range of responsibilities within an Ambulatory Surgery Center. This role is essential in creating a welcoming and safe environment, pro...Show moreLast updated: 30+ days ago
    • Promoted
    Office Manager

    Office Manager

    UF Health Central FloridaLady Lake, Florida, United States
    Full-time
    UF Health Physician Practices in Central Florida is seeking a skilled and motivated Office Manager to lead our Orthopedics department. This is an exciting opportunity to join one of the region’s mos...Show moreLast updated: 6 days ago
    • Promoted
    Administrative Assistant

    Administrative Assistant

    Anderson Columbia Co. Inc.Ocala, FL, United States
    Full-time
    Job Title : Administrative Assistant.The Administrative Assistant performs a variety of administrative tasks to support managers, teams, or executives. Responsibilities include managing schedules, ha...Show moreLast updated: 1 day ago
    • Promoted
    Front Desk Administrator

    Front Desk Administrator

    Stretch Zone - 1013The Villages, FL, US
    Full-time
    Stretch Zone Pinellas Plaza is looking for a friendly, energetic, and organized Front Desk Administrator to join our team in The Villages. This role is ideal for someone who enjoys connecting with p...Show moreLast updated: 30+ days ago
    • Promoted
    Office Manager

    Office Manager

    South Lake Gastroenterology, INCClermont, FL, US
    Full-time
    Medical Office in Clermont is seeking an experienced, high energy working office manager for a specialty practice in Clermont, Florida. This is a specialist practice -.Medical practice management ex...Show moreLast updated: 30+ days ago
    • Promoted
    Registrar

    Registrar

    OCOMWinter Garden, FL, US
    Full-time
    Plan, oversee, organize, and direct OCOM’s Registrar Office programs and activities; ensure that assigned registrar functions fulfill institutional goals and objectives; and supervise assigne...Show moreLast updated: 25 days ago
    • Promoted
    Office Manager

    Office Manager

    Smile RiteOcoee, FL, US
    Full-time
    Careers Advancement Opportunities.The Office Manager has the ability to prioritize tasks for the most efficient use of time while being able to keep deadlines. This position requires a high level of...Show moreLast updated: 30+ days ago
    • Promoted
    Office Manager - Earn Up to $37 / hr

    Office Manager - Earn Up to $37 / hr

    TradeJobsWorkforce32686 Reddick, FL, US
    Full-time
    Administrative assistant / officer position available for Business Development.Full time with Medical Insurance and part-time available. New graduate or experienced candidate, he / she can take respon...Show moreLast updated: 30+ days ago