Branch Office Administrator

Edward Jones; Missouri; On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player in financial services seeks a Branch Office Administrator to support Financial Advisors in achieving clients' long-term financial goals. This role offers the opportunity to deliver personalized service, manage client relationships, and engage in strategic business planning. With a commitment to diversity and inclusion, the company fosters a supportive environment that values individual contributions. Join a team that prioritizes professional development and recognizes achievements, all while making a positive impact on the lives of clients and communities.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Disability Coverage

Life Insurance

Professional Development Opportunities

Rewards Program

Qualifications

• Strong ability to work independently and manage multiple priorities.
• Proficiency in current and new office technology.

Responsibilities

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

Skills

Client Relationship Management

Independent Work

Time Management

Office Technology Proficiency

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, placing the focus on our clients rather than shareholder returns.

Our purpose is to 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 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, including:

• Comprehensive 6-month training including an experienced peer to mentor you
• A wide support network extending from your branch to your region and the home office
• Opportunities to work independently with a strong backing of thousands of colleagues

Can you see yourself…

• 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
• Proficiency in current and new office technology
• Willingness to learn how financial services and markets work

Our Commitment to Diversity and Inclusion

At Edward Jones, we are building a place where everyone feels like they belong. We are proud of 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 Benefits and Compensation

You can also expect:

• A culture of continuous improvement and professional development
• An inclusive environment valuing diverse viewpoints
• Recognition through a rewards program supporting long-term careers and well-being

Full-time associates receive a comprehensive benefits package, including medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, and more. For details, visit our benefits page.

We offer competitive compensation with the potential for merit-based increases, aligned with our human-centered approach to partnership and positive impact.