Branch Office Administrator
Edward Jones, Forsyth, IL, United States
Overview
Position: Branch Office Administrator (BOA), Full-Time. Branch Address: 247 Lucile Ave, Forsyth, IL. This job posting is anticipated to remain open for 30 days, from 22-Apr-2026. The posting may close early due to the volume of applicants. If you are seeking a fulfilling career, the BOA role may be the right opportunity. 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 serve over nine million clients and value diverse 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.
What We Offer & Support
Comprehensive 6-month training including an experienced peer to help mentor you.
A wide support network extending from your branch office to your region and the home office.
Opportunity to work independently with thousands backing you every step of the way.
Responsibilities
Deliver exceptional personalized service to ensure clients feel understood and informed.
Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
Actively listen for situations in clients\' lives that may indicate a need for additional services.
Drive marketing activities such as planning and executing events.
Qualifications & Skills
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. 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: Work independently at the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives. Update SOPs and execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software.
Compensation & Benefits
Hiring Minimum: $22.50
Hiring Maximum: $24.36
Edward Jones\' benefits: medical, dental, vision, voluntary benefits, disability, life, AD&D, 401k, HSA/FSA, 10 paid holidays, 15 days vacation for new associates (plus sick time and personal days), and paid volunteer day. Eligibility for bonuses and profit sharing. Employee Assistance Program. For more information, visit the benefits page.
Compensation Philosophy
Edward Jones emphasizes a human-centered approach and shares firm profitability through discretionary and variable compensation programs, including bonus opportunities based on branch and firm performance, as well as individual performance.
The hiring minimum and maximum range shown are a subset of the total pay range; merit-based salary increases are available as you progress in the BOA role.
Note:
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.
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Position: Branch Office Administrator (BOA), Full-Time. Branch Address: 247 Lucile Ave, Forsyth, IL. This job posting is anticipated to remain open for 30 days, from 22-Apr-2026. The posting may close early due to the volume of applicants. If you are seeking a fulfilling career, the BOA role may be the right opportunity. 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 serve over nine million clients and value diverse 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.
What We Offer & Support
Comprehensive 6-month training including an experienced peer to help mentor you.
A wide support network extending from your branch office to your region and the home office.
Opportunity to work independently with thousands backing you every step of the way.
Responsibilities
Deliver exceptional personalized service to ensure clients feel understood and informed.
Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
Actively listen for situations in clients\' lives that may indicate a need for additional services.
Drive marketing activities such as planning and executing events.
Qualifications & Skills
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. 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: Work independently at the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives. Update SOPs and execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software.
Compensation & Benefits
Hiring Minimum: $22.50
Hiring Maximum: $24.36
Edward Jones\' benefits: medical, dental, vision, voluntary benefits, disability, life, AD&D, 401k, HSA/FSA, 10 paid holidays, 15 days vacation for new associates (plus sick time and personal days), and paid volunteer day. Eligibility for bonuses and profit sharing. Employee Assistance Program. For more information, visit the benefits page.
Compensation Philosophy
Edward Jones emphasizes a human-centered approach and shares firm profitability through discretionary and variable compensation programs, including bonus opportunities based on branch and firm performance, as well as individual performance.
The hiring minimum and maximum range shown are a subset of the total pay range; merit-based salary increases are available as you progress in the BOA role.
Note:
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.
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