Branch Office Administrator

Overview

Edward Jones is a Fortune 500 company dedicated to putting people first. With over nine million clients and 20,000 financial advisors across the U.S. and Canada, we are privately owned and focused on serving clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues and better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and belonging.

We strive to be the best place to start or build your career, and we value diverse viewpoints. View our Purpose, Inclusion and Citizenship Report.

Role

Branch Office Administrator (BOA) — The BOA supports a financial advisor or a team of advisors by providing administrative assistance, helping clients achieve long-term financial goals, and ensuring a positive client experience. We serve over nine million clients, and BOAs are a valued part of the client support team.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Participate in annual business planning and help develop strategies for the upcoming year
• Actively listen for client life events that may indicate a need for additional services
• Drive marketing activities, such as planning and executing events

What skills would make you successful

Role Requirements

Compensation and Benefits

Full-time benefits include medical, dental, vision, voluntary benefits, disability and life coverage, a 401(k) plan, tax-advantaged accounts (HSA and FSA), paid holidays and vacation, sick time, personal days, and a paid volunteer day. Bonuses and profit sharing may be available. See the firm's benefits page for more information.

Culture and Eligibility

Edward Jones is committed to a culture of continuous improvement and professional development, with an inclusive environment where diverse viewpoints are valued. We recognize individual efforts through a rewards program and long-term career opportunities.

Discrimination Notice

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.

Additional Information

You can expect a culture that supports professional development and a focus on client and colleague well-being. The posting may remain open for a period of time, with consideration for early closure based on volume of applicants.

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