Branch Office Administrator

Edward Jones; Wheat Ridge (CO); On-site; USD 40,000 - 80,000; Full time

Job summary

A forward-thinking financial services firm is looking for a Branch Office Administrator to join their dynamic team. In this role, you will collaborate with Financial Advisors to help clients achieve their long-term financial goals. You will receive comprehensive training and support, allowing you to thrive in an inclusive and innovative environment. The firm values diverse experiences and perspectives, ensuring that every associate feels respected and valued. With opportunities for professional development and a culture of recognition, this position is perfect for those eager to make a positive impact in their community.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Vacation Days

Sick Leave

Paid Volunteer Day

Flexible Spending Accounts

Continuous Professional Development

Qualifications

• Strong ability to deepen client relationships and identify service opportunities.
• Proficient in managing multiple priorities in a fast-paced environment.

Responsibilities

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

Skills

Client Relationship Management

Independent Work Skills

Time Management

Proficiency in Office Technology

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 24-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 the right opportunity 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 appreciate their diverse experiences and professional backgrounds. We value different viewpoints to help achieve results.

We’ll support you every step of the way, providing:

• Comprehensive 6-month training including mentorship from an experienced peer
• A wide support network extending from your branch to regional and home office levels
• Independent work with a team of thousands backing you

Responsibilities and Expectations

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 client needs that may require 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 for efficiency
• Strong independent work skills
• Managing multiple priorities in a deadline-driven environment
• Proficiency in current and new office technology
• Willingness to learn about financial services and markets

Additional Information

At Edward Jones, we foster a sense of belonging. 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

Expect a culture of continuous improvement and professional development, an inclusive environment, and recognition of individual efforts through rewards programs. Full-time associates receive comprehensive benefits, including medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, health savings, and flexible spending accounts. We observe ten paid holidays, provide 15 days of vacation, sick leave, personal days, and a paid volunteer day. Bonuses and profit sharing may be available.

We believe in a human-centered approach, partnering for positive impact to improve lives. The salary range is competitive, with opportunities for merit increases as you progress in the role.