Branch Office Administrator

Edward Jones; Burlington (IA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Prescription drug coverage

Disability insurance

Life and AD&D insurance

401(k) with company match

HSA and FSA

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide administrative support to financial advisors and clients, ensuring positive client experiences while facilitating broker operations and client communications.

In this role you will manage client accounts, data entry, account openings and transfers, and utilize MoneyGuide, Salesforce, and Microsoft Office to support daily workflows.

Qualifications

• Exceptional client‑service skills and attention to detail.
• Analytical thinking and adaptability.
• Strong communication and team‑collaboration abilities.
• Digital tool utilization and willingness to learn new software.
• Basic computer literacy and experience with financial‑services platforms preferred.

Responsibilities

• Support client accounts: prospecting, client data entry, account opening, and transfers.
• Manage communications: inbound and outbound calls, email, and in‑person interactions.
• Assist in the annual business planning process and marketing initiatives.
• Maintain client records, process account transactions, and update SOPs.
• Utilize technology tools such as MoneyGuide, Salesforce, and Microsoft Office.

Skills

Client service

Attention to detail

Analytical thinking

Communication

Team collaboration

Digital tools

Willingness to learn

Basic computer literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is a financial services firm committed to client service and employee development.

Role Summary

As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors and their clients, ensuring a positive client experience while facilitating broker operations and client communications.

Key Responsibilities

• Support client accounts: prospecting, client data entry, account opening, and transfers.
• Manage communications: inbound and outbound calls, email, and in‑person interactions.
• Assist in the annual business planning process and marketing initiatives.
• Maintain client records, process account transactions, and update SOPs.
• Utilize technology tools such as MoneyGuide, Salesforce, and Microsoft Office.

Required Skills & Qualifications

• Exceptional client‑service skills and attention to detail.
• Analytical thinking and adaptability.
• Strong communication and team‑collaboration abilities.
• Digital tool utilization and willingness to learn new software.
• Basic computer literacy and experience with financial‑services platforms preferred.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• Short- and long-term disability, basic life, and AD&D at no cost.
• 401(k) retirement plan with company match.
• Health savings account (HSA) and flexible spending account (FSA).
• 10 paid holidays and 15 days of vacation for new associates.
• Employee Assistance Program and performance‑based bonuses.

EEO Statement

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 law.