Talent.com
Branch Office Administrator
Branch Office AdministratorEdward Jones • Marathon, FL, US
Branch Office Administrator

Branch Office Administrator

Edward Jones • Marathon, FL, US
8 days ago
Job type
  • Full-time
Job description

This job posting is anticipated to remain open for 30 days, from 27-Aug-2025. The posting may close early due to the volume of applicants.

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.

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
  • 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.
  • 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

    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.

    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.
  • J-18808-Ljbffr

    Create a job alert for this search

    Office Administrator • Marathon, FL, US

    Related jobs
    Work From Home

    Work From Home

    Remote Jobs • Tavernier, FL
    Remote
    Full-time
    Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office. Benefits : Health Insurance, 401K, Vacation& PTO.Apply now! Work f...Show more
    Last updated: 17 days ago • Promoted
    Flexible Work From Home - Supplement Your Income

    Flexible Work From Home - Supplement Your Income

    Finance Buzz • Big Pine Key, Florida, US
    Remote
    Temporary
    We’re seeking reliable and motivated individuals who want to earn extra income from home.This flexible position allows you to set your own hours and work around your existing commitments.Find out m...Show more
    Last updated: 7 days ago • Promoted
    Border Patrol Agent

    Border Patrol Agent

    United States Customs and Border Protection • Summerland Key, FL, US
    Full-time
    IMPORTANT NOTICE : Duty assignments available at time of offer may include the Southwest Border including prioritized locations. Border Patrol determines duty assignments at time of offer based on op...Show more
    Last updated: 30+ days ago • Promoted
    Front Desk Representative

    Front Desk Representative

    Goldfish Swim School • Long Key, FL, US
    Full-time
    Tropical Vibes & Impacting Lives!.You feel it the moment you walk in.There's more than vibrant colors, a tropical theme and happy children. There's something different, something extraordinary.Not j...Show more
    Last updated: 30+ days ago • Promoted
    Dentist - Job Location : Australia or New Zealand - Relocation Bonus

    Dentist - Job Location : Australia or New Zealand - Relocation Bonus

    Abano USA • Marathon, FL, USA
    Permanent
    Your key responsibilities include : .Maintaining accurate patient records and adhering to .Australian dental regulations and best practices. Flexibility : While we try hard not to change plans, sometim...Show more
    Last updated: 30+ days ago • Promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border Protection • Big Pine Key, Florida, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Online Survey Taker. Earn up to $25 per survey. - Remote

    Online Survey Taker. Earn up to $25 per survey. - Remote

    Earn Haus • Key Colony Beach, Florida, US
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show more
    Last updated: 30+ days ago • Promoted
    Payroll Specialist

    Payroll Specialist

    Grande Aire Services • Long Key, FL, US
    Full-time
    Grande Aire Services is the premier air conditioning, refrigeration, and appliance repair company in the Bradenton, Sarasota, Englewood, Boca Grande, and Bonita Springs areas.Our reputation in Mana...Show more
    Last updated: 30+ days ago • Promoted
    Work from Home

    Work from Home

    HomeJobFinder • Key Colony Beach, FL
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show more
    Last updated: 17 days ago • Promoted
    Occupational Therapist, OT

    Occupational Therapist, OT

    Island Home Care • Islamorada, FL, US
    Full-time
    We are hiring an OT for Home Visits in Islamorada! Open to FT / PT / PRN.The Occupational Therapist in Home Health is responsible for the assessment and evaluation of patient care needs related to func...Show more
    Last updated: 24 days ago • Promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border Protection • Duck Key, FL, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 9 days ago • Promoted
    Independent Online Earner - Flexible and Remote

    Independent Online Earner - Flexible and Remote

    Finance Buzz • Islamorada, Florida, US
    Remote
    Temporary
    We’re seeking proactive and independent individuals interested in learning how to earn money online.This opportunity is ideal for those who want a self-directed, flexible way to build extra income....Show more
    Last updated: 7 days ago • Promoted
    Integrated Operations (IO) Financial Specialist

    Integrated Operations (IO) Financial Specialist

    International Flavors & Fragrances • Long Key, FL, US
    Full-time
    Integrated Operations Financial Specialist.The Integrated Operations (IO) Financial Specialist is a partner to the operations leaders for their assigned area. You will be responsible for conducting ...Show more
    Last updated: 30+ days ago • Promoted
    Accounting Clerk

    Accounting Clerk

    Equity LifeStyle Properties • Long Key, FL, US
    Full-time
    With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!. ELS is hiring for the position of Accounting Clerk in Lo...Show more
    Last updated: 30+ days ago • Promoted
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border Protection • Tavernier, Florida, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 16 days ago • Promoted
    Side Hustle Coordinator (Part-Time Remote)

    Side Hustle Coordinator (Part-Time Remote)

    Finance Buzz • Islamorada, Florida, US
    Remote
    Full-time +2
    We are looking for someone to take part in a program designed for people who already hold a full-time position but want extra income. You’ll explore proven side-hustle models, try them out, and find...Show more
    Last updated: 7 days ago • Promoted
    Personal Banker

    Personal Banker

    Valley National Bancorp • Long Key, FL, US
    Full-time
    Responsibilities include, but are not limited to : .Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and ...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    PNC • Long Key, FL, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 28 days ago • Promoted