Branch Office Administrator

Edward Jones; Grand Rapids (MI); On-site; USD 36,000 - 48,000; Full time

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) in Grand Rapids to support financial advisors and clients. Learn and perform client service, account handling, and administrative duties within a collaborative team. Comprehensive 6‑month training and strong support network available.

You’ll work with MoneyGuide, Salesforce, and Microsoft Office while helping plan and execute branch initiatives. Growth opportunities exist within a widely respected firm.

Qualifications

• Client Service: Provide exceptional service to clients via calls, email, and in-person interactions.
• Account Management: Learn financial services processes and manage client requests.
• Administrative & Operational Support: Independently support the financial advisor and branch plans.
• Technology: Proficiency with MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Provide exceptional client service to maintain strong relationships.
• Assist in opening accounts, transfers, and documentation for clients.
• Schedule appointments and prepare materials for meetings; support branch marketing.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

This job posting is anticipated to remain open for 30 days, from 25-Aug-2026. 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.<