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Branch Office Administrator
Branch Office AdministratorEdward Jones • Rolla, MO, US
Branch Office Administrator

Branch Office Administrator

Edward Jones • Rolla, MO, US
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Overview

Join to apply for the Branch Office Administrator role at Edward Jones

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.

Job Details

Position Schedule : Full-Time

Branch Address : 1516 Bridge School Road, Rolla, MO

This job posting is anticipated to remain open for 30 days, from 22-Sep-2025. The posting may close early due to the volume of applicants.

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.

What We Provide

  • 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

Responsibilities

  • 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

    • What You Can 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
  • Recognition of individual efforts through a rewards program that promotes long-term career, financial security, and well-being
  • Full-time Associates receive the following benefits : medical, dental, vision, disability, life insurance, 401k, health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, volunteer day, bonuses and profit sharing eligibility, and Employee Assistance Program

    • Compensation

  • Hiring Minimum : $21.38
  • Hiring Maximum : $22.71
  • Base pay range : $21.00 / hr - $22.00 / hr
  • Edward Jones' compensation and benefits package includes a comprehensive range of benefits and discretionary / variable compensation programs based on performance

    • Skills & Requirements

  • 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. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
  • Account Management : Learn and understand the financial services industry. Include account opening, transfers, and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
  • Administrative & Operational Support : Work independently at the direction of the financial advisor. Handle scheduling, meeting materials, correspondence, and support marketing initiatives. Update SOPs and contribute to the branch business plan.
  • Technology : Proficiency with MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software; willingness to learn new technology

    • About Us

    Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are privately owned, focusing on our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. We are an inclusive organization that attracts, develops, and inspires performance excellence and belonging.

    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.

    Seniority level

  • Associate

    • Employment type

  • Full-time

    • Job function

  • General Business, Administrative, and Customer Service

    • J-18808-Ljbffr

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    Office Administrator • Rolla, MO, US

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