Branch Office Administrator

Edward Jones; El Dorado (KS); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a Branch Office Administrator (BOA) to join their dynamic team. This role involves collaborating with Financial Advisors to provide exceptional service to clients and help them achieve their financial goals. The BOA will receive comprehensive training and support, ensuring they are well-prepared to thrive in a fast-paced environment. With a strong emphasis on independence and multitasking, this position offers a unique opportunity to contribute to a respected financial services firm that values diversity and inclusion. If you're passionate about making a positive impact, this could be the perfect career for you.

Benefits

Comprehensive Health Coverage

Retirement Plans

Paid Holidays

Vacation

Sick Leave

Personal Days

Profit Sharing

Employee Assistance Programs

Qualifications

• Strong independence and multitasking skills are essential for success.
• Proficiency with office technology is required for daily tasks.

Responsibilities

• Deliver personalized, exceptional service to clients.
• Participate in annual business planning and strategy development.
• Plan and execute marketing events to attract new clients.

Skills

Client Relationship Management

Multitasking

Office Technology Proficiency

Active Listening

Education

High School Diploma

Bachelor's Degree (Preferred)

Tools

Microsoft Office Suite

CRM Software

Job description

Job Posting Overview

This posting remains open for 30 days from 02-May-2025, with the possibility of early closure due to applicant volume.

About Edward Jones

Join a respected financial services firm where your contributions are valued. Edward Jones, a Fortune 500 company, prioritizes people and community impact, serving over seven million clients with a network of 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on client success rather than shareholder profits.

Our purpose is to partner for positive impact, enhancing the lives of clients and colleagues, and improving communities and society. We foster an innovative, inclusive environment that promotes performance, development, and a sense of belonging.

Our Culture and Values

At Edward Jones, people are at the core of our partnership. We ensure our associates are seen, heard, respected, and supported, making us an excellent place to start or develop your career. Learn more in our Purpose, Inclusion and Citizenship Report.

Position: Branch Office Administrator (BOA)

If you're seeking a fulfilling career, the BOA role might be ideal. BOAs collaborate with Financial Advisors to help clients reach their financial goals. We value diverse backgrounds and viewpoints, which contribute to our success.

Support and Training

• Comprehensive 6-month training with mentorship from experienced peers
• Support network extending from branch to regional and national levels
• Independent work complemented by a large backing team

Key Responsibilities

• Deliver personalized, exceptional service to clients
• Participate in annual business planning and strategy development
• Identify client needs through active listening
• Plan and execute marketing events

Characteristics of a Successful BOA

• Ability to deepen client relationships and identify efficiencies
• Strong independence and multitasking skills
• Proficiency with office technology
• Willingness to learn financial services and markets

Additional Information

We are committed to diversity and inclusion. Benefits include comprehensive health coverage, retirement plans, paid holidays, vacation, sick leave, personal days, bonuses, profit sharing, and employee assistance programs. Compensation is competitive, with opportunities for merit-based increases.