Branch Office Administrator (BOA)

About the Role
Are you looking for a fulfilling, people-focused career with room to grow? Join Edward Jones as a Branch Office Administrator (BOA) and become an essential part of our client experience. BOAs partner with financial advisors to help clients work toward long-term financial goals through personalized service, account management, and operational support.

This full-time position offers competitive compensation, extensive benefits, and professional development opportunities—all within a supportive, inclusive work environment.

Key Responsibilities

Client Service

  • Deliver personalized, proactive service via calls, emails, and in-person interactions

  • Build strong relationships with clients and internal team members

  • Identify client needs and refer appropriate services

Account Management

  • Learn and support financial account processes including account opening and transfers

  • Process transactions and maintain accurate client records

  • Prepare required documentation in compliance with firm policies

Administrative & Operational Support

  • Schedule appointments and manage communications for the financial advisor

  • Support marketing efforts and execute on the annual business plan

  • Assist with office operations and continuously improve workflows

Technology Utilization

  • Utilize tools such as Salesforce, Microsoft Office, and firm-specific platforms like MoneyGuide

  • Adapt quickly to new software and digital processes

What Makes a Successful BOA?

  • Analytical thinking and attention to detail

  • Strong conversational and interpersonal skills

  • Adaptability and initiative

  • Team collaboration and independent problem-solving

  • Comfort using and learning digital tools

What We Offer

  • Comprehensive training and mentorship

  • Support from a local team and national network

  • Medical, dental, vision, life, and disability insurance

  • 401(k), health savings accounts, and profit sharing

  • 15 vacation days, personal and sick time, 10 holidays, and a volunteer day

  • Bonus opportunities based on branch and firm performance

  • Employee Assistance Program and wellness resources

Edward Jones is committed to creating a workplace where all individuals are valued, respected, and empowered to grow. Join us and become part of a purpose-driven firm where your contributions make a meaningful impact.

Apply today and build a career with purpose.

Apply Now

Back to Job Board