Senior Financial Services Office Administrator

Edward Jones; Tampa (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k retirement plan

Paid holidays and vacation

Bonus opportunities and profit sharing

Employee Assistance Program

Job summary

Edward Jones is seeking a Senior Branch Office Administrator (Sr. BOA) in Florida to support financial advisors and client accounts, ensuring a seamless client experience. You will handle communications, scheduling, and coordinated support while contributing to branch goals.

This role offers comprehensive onboarding, a broad support network, and opportunities to grow within a large, client-focused firm that values belonging and performance excellence.

Qualifications

• 5+ years of related financial services, banking, or legal experience with clear progression.
• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and handling requests under guidance of the financial advisor.
• Administrative tasks: scheduling, materials prep, correspondence, and supporting marketing initiatives.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office; willingness to learn new tech.

Responsibilities

• Deliver exceptional personalized service to clients and ensure they are informed.
• Support client accounts and facilitate effective communication with clients.
• Assist in annual business planning and development of strategies for the upcoming year.
• Drive marketing activities, including planning and executing events.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Senior Branch Office Administrator (Sr. BOA) in Florida to support financial advisors and client accounts, ensuring a seamless client experience. You will handle communications, scheduling, and coordinated support while contributing to branch goals.

This role offers comprehensive onboarding, a broad support network, and opportunities to grow within a large, client-focused firm that values belonging and performance excellence.