Branch Office Administrator

Edward Jones; Paris (KY); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking financial services firm where your contributions are valued. As a Branch Office Administrator, you'll collaborate with Financial Advisors to help clients achieve their financial goals. This role offers comprehensive training and a supportive network, ensuring you have the tools to succeed. You'll be recognized for your unique perspectives and contributions in a culture that promotes continuous improvement and professional development. If you're seeking a fulfilling career with growth opportunities, this is the perfect chance to make a positive impact in the lives of clients and the community.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Vacation Days

Sick Leave

Personal Days

Volunteer Days

Professional Development Programs

Qualifications

• Strong independence and self-motivation are essential.
• Proficiency with current and new office technology is required.

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

Marketing Activities

Independent Work

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 28-Apr-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 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 suitable 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 attribute much of our success to their diverse experiences and professional backgrounds. We value different viewpoints to help achieve results.

Support and Training

• Comprehensive 6-month training including mentorship from an experienced peer
• A wide support network extending from your branch to regional and home office levels
• While often working independently, you will have a team backing you every step of the way

Key Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Participate actively in annual business planning to develop strategies for the upcoming year
• Listen actively for client needs that may require additional services
• Drive marketing activities, including planning and executing events

Characteristics of a Successful BOA

• Ability to deepen and broaden client relationships
• Ability to identify opportunities for efficiency
• Strong independence and self-motivation
• Capability to manage multiple priorities within deadlines
• Proficiency with current and new office technology
• Willingness to learn about financial services and markets

Our Culture and Benefits

At Edward Jones, we foster a sense of belonging. We are proud of our associates' contributions and the recognitions we've received.

Check out our U.S. awards and accolades and Canadian awards and accolades.

Equal Opportunity Employment

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.

Employee Benefits

• A culture of continuous improvement and professional development
• An inclusive environment valuing diverse viewpoints
• Recognition programs promoting long-term career, financial security, and well-being
• Full-time benefits include medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, health savings account, flexible spending, paid holidays, vacation, sick leave, personal days, volunteer days, and potential bonuses and profit sharing

Compensation

• Competitive salary with potential for merit increases
• Our human-centered approach aims for positive impact and community betterment