Branch Office Administrator

Edward Jones; Edina (MN); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a Branch Office Administrator (BOA) who will play a crucial role in helping clients achieve their financial goals. This position offers comprehensive training and a supportive network, ensuring you can thrive in a dynamic environment. As a BOA, you will deliver personalized service, actively listen for client needs, and participate in strategic planning. Join a company that values diversity, inclusion, and continuous improvement, where your contributions will make a meaningful impact on clients and communities alike. This is an excellent opportunity for those looking to start or build a rewarding career in financial services.

Benefits

Medical Benefits

Dental Insurance

Vision Insurance

401k Plan

Flexible Spending Accounts

Paid Holidays

Vacation Days

Sick Leave

Personal Days

Volunteer Days

Qualifications

• Strong ability to deepen and broaden client relationships.
• Proficient in managing multiple priorities in a deadline-driven environment.

Responsibilities

• Deliver exceptional personalized service to clients.
• Participate in annual business planning and strategy development.
• Drive marketing activities and execute events.

Skills

Client Relationship Management

Independence in Work

Time Management

Office Technology Proficiency

Financial Services Knowledge

Education

High School Diploma

Bachelor's Degree (Preferred)

Job description

Job Posting Duration

This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants.

About Edward Jones

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, focusing on our clients rather than shareholder returns.

Our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and to 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 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.

Branch Office Administrator (BOA) Role

If you are seeking a fulfilling career, the BOA role may be ideal for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We serve over seven million clients. Our BOAs are a valued part of the client team, and we appreciate their diverse experiences and professional backgrounds. We value different viewpoints to help achieve results.

We’ll support you every step of the way with:

• Comprehensive 6-month training including mentorship from an experienced peer
• A wide support network from your branch to the home office
• Independently working with a team of thousands backing you

Can you see yourself…

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Participating in the annual business planning to develop strategies for the upcoming year
• Actively listening for situations indicating a need for additional services
• Driving marketing activities such as planning and executing events

Characteristics of a Successful BOA

• Ability to deepen and broaden client relationships
• Ability to identify opportunities for efficiency
• Strong independence in work
• Managing multiple priorities in a deadline-driven environment
• Proficiency with current and new office technology
• Willingness to learn about financial services and markets

Our Commitment to Inclusion and Benefits

At Edward Jones, everyone feels a sense of belonging. We celebrate our associates' contributions and the recognitions we have received.

Check out our awards and accolades:

• U.S. awards and accolades
• Canadian awards and accolades

Edward Jones does not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other legally protected basis.

Additional Expectations and Benefits

• A culture of continuous improvement and professional development
• An inclusive environment valuing diverse viewpoints
• Recognition programs promoting long-term careers, financial security, and well-being
• Full-time benefits include medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, health savings, flexible spending, paid holidays, vacation, sick leave, personal days, and volunteer days. Bonuses and profit sharing may also be available. For more details, visit our benefits page.

Compensation

• We believe in a human-centered approach to positively impact clients, colleagues, and communities.
• The listed salary range is a subset of the total pay range, with opportunities for merit-based increases as you progress in the BOA role.