Branch Office Administrator

Putnamchamber; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Branch Office Administrator (BOA) to support Financial Advisors and enhance client relationships. This role offers comprehensive training and a supportive environment, focusing on delivering exceptional service and contributing to business strategies. Full-time associates enjoy competitive compensation and a robust benefits package, including medical coverage and paid time off.

Benefits

Medical, dental, and vision benefits

401k retirement plan

Paid holidays and vacation days

Employee Assistance Program

Potential eligibility for bonuses and profit sharing

Qualifications

• Strong interpersonal skills to deliver exceptional personalized service.
• Ability to take an active role in business planning.
• Experience in marketing activities and event planning.

Responsibilities

• Deliver exceptional personalized service to clients.
• Take an active role in annual business planning.
• Drive marketing activities and execute events.

Skills

Customer Service

Business Planning

Marketing

Active Listening

Job description

Job Posting Details

This job posting is anticipated to remain open for 30 days, from 13-May-2025. The posting may close early due to the volume of applicants.

About the Role

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. 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.

Support and Training

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

Responsibilities

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 listening for situations in the clients’ lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

Additional Expectations

You can also expect…

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
• Recognition of individual efforts through a rewards program that promotes a long-term career, financial security, and well-being for you and your family
• Benefits for full-time Associates include:
• Medical, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and AD&D coverage. Some benefits are provided at no cost.
• A 401k retirement plan, health savings account, and flexible spending account.
• Ten paid holidays, 15 days of vacation starting January 1 each year, sick time, personal days, and a paid day for volunteer activities.
• Potential eligibility for bonuses and profit sharing.
• Access to the Employee Assistance Program.

Compensation

You’ll be competitively compensated…

• Edward Jones adopts a human-centered approach to positively impact clients, colleagues, and communities.
• The listed salary range is a subset of the total pay range, with opportunities for merit-based increases as you progress in the BOA role.

Hiring Minimum: $21.38
Hiring Maximum: $22.71