Branch Office Administrator

Edward Jones; Houma (LA); On-site; USD 40,000 - 70,000; Full time

Job summary

An established financial services firm is seeking a Branch Office Administrator to join their team. In this role, you will partner with Financial Advisors to help clients achieve their long-term financial goals. The company values diverse experiences and provides comprehensive training and support. As a BOA, you will deliver exceptional service, participate in business planning, and drive marketing initiatives. This is a fantastic opportunity to grow your career in a supportive environment that prioritizes client relationships and professional development.

Benefits

Medical, Dental, and Vision Insurance

401k Plan

Paid Holidays

Flexible Spending Account

Paid Volunteer Day

Professional Development Opportunities

Recognition Rewards Program

Paid Time Off

Disability Coverage

Life Insurance

Qualifications

• Strong ability to manage multiple priorities in a deadline-driven environment.
• Willingness to learn about financial services and markets.

Responsibilities

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

Skills

Client Relationship Management

Marketing Activities

Office Technology Proficiency

Independent Work

Time Management

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 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.

Position Overview: Branch Office Administrator (BOA)

If you find yourself looking for a fulfilling career, the BOA role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We’re proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

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

Key Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Participating in the annual business planning process to develop strategies for the upcoming year
• Actively listening for situations in clients' lives that may indicate 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 to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline-driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services/markets work

Additional Information

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions and the recognitions we have received.

Check out our 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 law.

Benefits and Compensation

You can also expect:

• A culture of continuous improvement and professional development
• An inclusive environment where everyone’s different viewpoints are valued
• Recognition of individual efforts through a rewards program

Full-time associates receive benefits including medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, health savings account, flexible spending account, paid holidays, vacation, sick leave, personal days, and a paid day for volunteerism. Bonuses and profit sharing may also be available. For more information, visit our benefits page.

Compensation: We believe in a human-centered approach as we partner for positive impact, with a competitive salary range and opportunities for merit-based increases.