Branch Office Administrator

Edward Jones; Safford (AZ); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking financial services firm as a Branch Office Administrator, where your contributions directly impact clients' financial goals. This role offers a fulfilling career path with comprehensive training and support. You'll work closely with Financial Advisors to deepen client relationships and drive marketing initiatives. The company fosters an inclusive culture that values diverse perspectives and supports continuous professional development. Enjoy a range of benefits including medical, dental, and a robust 401k plan, all while being part of a community-focused organization dedicated to positive impact.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Flexible Spending Accounts

Paid Holidays

Vacation Days

Sick Leave

Volunteer Days

Employee Assistance Program

Qualifications

• Strong independence and initiative to manage client relationships.
• Ability to efficiently create operational improvements.

Responsibilities

• Deliver personalized service to ensure clients feel understood.
• Assist in annual business planning and strategy development.
• Drive marketing activities and execute events.

Skills

Client Relationship Management

Operational Efficiency

Independence and Initiative

Multi-Priority Management

Office Technology Proficiency

Financial Services Knowledge

Job description

Job Posting Overview

This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. 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, 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 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.

Position: Branch Office Administrator (BOA)

If you are looking for a fulfilling career, the BOA role may be the right opportunity. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We serve over seven million clients, and our BOAs are a valued part of the client team, with diverse professional backgrounds that contribute to our success.

We support our team with:

• Comprehensive 6-month training including mentorship from experienced peers
• A wide support network from your branch to the home office
• Independent work supported by a large backing team

Key Responsibilities

• Deliver personalized service to ensure clients feel understood and informed
• Assist in annual business planning to develop strategies for the upcoming year
• Actively listen for client needs that may require additional services
• Drive marketing activities such as planning and executing events

Characteristics of a Successful BOA

• Ability to deepen and broaden client relationships
• Efficiency in creating operational improvements
• Strong independence and initiative
• Ability to manage multiple priorities under deadlines
• Proficiency with office technology
• Willingness to learn about financial services and markets

At Edward Jones, we foster a culture where everyone feels they belong. We are proud of our associates' contributions and recognitions.

Check out our awards and accolades:

• U.S. awards and accolades
• Canadian awards and accolades

We do 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

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

Compensation

• Our human-centered approach emphasizes positive impact and community service.
• The salary range is part of a broader pay structure with opportunities for merit increases.