Talent.com
Branch Office Administrator
Branch Office AdministratorEdward Jones • Georgetown, KY, United States
serp_jobs.error_messages.no_longer_accepting
Branch Office Administrator

Branch Office Administrator

Edward Jones • Georgetown, KY, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team .

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule : Full-Time

Branch Address : 118 E Main St, Georgetown, KY

This job posting is anticipated to remain open for 30 days, from 14-Oct-2025. The posting may close early due to the volume of applicants.

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. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary :

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

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

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 listen for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events
  • 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.
  • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
  • Full-time Associates receive the following benefits :
  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .

    You'll be competitively compensated...

  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
  • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
  • Hiring Minimum : $21.38

    Hiring Maximum : $22.71

    Read More About Job Overview

    Skills / Requirements

    What skills would make you a successful BOA?

  • Analytical Thinking
  • Attention to Detail
  • Adaptability
  • Conversational Skills
  • Digital Tool Utilization
  • Team Collaboration
  • Role Requirements

  • Client Service : Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
  • Account Management : Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
  • Administrative & Operational Support : Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
  • Technology : Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
  • Read More About Skills / Requirements

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Read More About Awards & Accolades

    About Us

    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, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is 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 we believe 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.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    serp_jobs.job_alerts.create_a_job

    Office Administrator • Georgetown, KY, United States

    Job_description.internal_linking.related_jobs
    BANQUET SERVER (ON CALL)

    BANQUET SERVER (ON CALL)

    Belterra Casino Resort • Florence, IN, US
    serp_jobs.job_card.full_time
    Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States.Never conte...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Workplace Administrator

    Workplace Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Workplace Administrator to support its global workplace team.Key Responsibilities Triaging incoming support requests and serving as the IT Workplace point of contact H...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Oracle Database Administrator

    Oracle Database Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Oracle Database Administrator.Key Responsibilities Administer, monitor, and maintain Oracle databases (11g / 12c / 19c) Plan and execute end-to-end migration of Ora...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    ObGyn

    ObGyn

    CompHealth • Winchester, Kentucky, US
    serp_jobs.job_card.full_time
    ObGyn physician job in Kentucky : CompHealth services are always free to you.Let us do the heavy lifting and handle the headache of credentialing, travel, housing, and so much more.With the premier...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Loan Origination System Administrator

    Loan Origination System Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for an Administrator for the Loan Origination System.Key Responsibilities Provide dedicated support for the loan origination system and manage critical initiatives Analyze s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Order Management Administrator

    Order Management Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for an Order and Contract Management Administrator to manage bids and contracts for educational opportunities. Key Responsibilities Manage and submit RFPs, RFQs, IFBs, and ven...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Loan Officer Assistant

    Loan Officer Assistant

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Loan Officer Assistant to support mortgage loan officers in daily operations.Key Responsibilities : Assist in reviewing mortgage loan applications and documentation Man...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Lease Administrator

    Senior Lease Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Lease Administrator to manage complex global lease and sublease data for a diverse portfolio of clients. Key Responsibilities Oversee and maintain accurate global...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Loan Support Administrator

    Loan Support Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Loan Support Administrator, responsible for providing guidance and support to employees regarding loan-related inquiries. Key Responsibilities Answer inbound phone calls...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Compliance Administrator

    Compliance Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Compliance Administrator to ensure the integrity and compliance of its national Field Service Partner network. Key Responsibilities Request and collect updated insurance...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Clinical Contract Administrator

    Clinical Contract Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Clinical Contract Administrator-Pre and Post Award.Key Responsibilities Prepare proposals and manage daily project administration tasks for clinical trials Oversee all...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Telephone Operator

    Telephone Operator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Telephone Operator.Key Responsibilities Courteously and efficiently answers all incoming calls and connects callers with the correct extension Takes and relays message...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    iBase Administrator

    iBase Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for an iBase Administrator.Key Responsibilities Serve as the main point of contact for iBase across all branches Validate and enter data into the iBase and Service Portal M...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Office Principal

    Office Principal

    S&ME Inc. • Lexington, KY, United States
    serp_jobs.job_card.full_time
    Requisition Number : 2025-1830-04.S&ME is an employee-owned civil engineering and consulting firm looking our next.Lexington, Kentucky office with a focus on operational excellence, financial perfor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Branch Office Administrator

    Branch Office Administrator

    Edward Jones • Georgetown, KY, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    ObGyn

    ObGyn

    Global Medical Staffing • Winchester, Kentucky, US
    serp_jobs.job_card.full_time
    ObGyn physician job in Kentucky : Global Medical Staffing - Ready to start an exhilarating experience in healthcare? Pick up the phone and call us today. Call coverage only with 30-minute response t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Closing Manager

    Closing Manager

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a Closing Manager to supervise and coordinate all aspects of loan closings.Key Responsibilities Assist Branch Manager with supervision of loan closing associates to ensur...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    SQL Database Administrator

    SQL Database Administrator

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for a SQL Database Administrator to join their IT Infrastructure team.Key Responsibilities Support a large-scale SQL Server environment with over 1000 databases and 60 SQL Se...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    ObGyn

    ObGyn

    LocumTenens.com • Winchester, Kentucky, US
    serp_jobs.job_card.full_time
    ObGyn physician job in Kentucky : .Job Reference Id : ORD-196754-MD-KY.Dates Needed : 10 / 1 / 25 - Ongoing.Assignment Type : Inpatient. OR.Board Certification Required : Yes.A facility with less than 1...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    OnBase Administrator III

    OnBase Administrator III

    VirtualVocations • Lexington, Kentucky, United States
    serp_jobs.job_card.full_time
    A company is looking for an OnBase Administrator / Developer III.Key Responsibilities Plan, design, develop, test, implement, and modify Electronic Content Management (ECM) solutions Provide advan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted