Branch Office Administrator

Overview

Edward Jones is a Fortune 500 financial services firm that values people first. We are privately owned and serve over nine million clients with more than 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and 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.

As a Branch Office Administrator (BOA), you will team up with financial advisors to help clients achieve long-term financial goals. The primary role is to provide administrative support to a financial advisor or a team of multiple financial advisors. We are proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we value diverse experiences and professional backgrounds.

Role Summary : As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take 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
• Drive marketing activities such as planning and executing events

What skills would make you a successful BOA?

Role Requirements

Culture and Benefits

We are building a place where everyone feels like they belong. We value associates' contributions and the recognitions we have received.

Full-time Associates receive benefits including medical and prescription drug, dental, vision, voluntary benefits, disability, life insurance, a 401k retirement plan, health savings accounts, and flexible spending accounts. We observe holidays, provide vacation, sick time, personal days, and a paid volunteer day. Bonuses and profit sharing may be available. All associates are eligible for the firm\'s Employee Assistance Program. For more information on benefits, please visit our benefits page.

Compensation

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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