Branch Office Administrator
Edward Jones, Independence, MO, United States
Position Schedule
Full‑Time
Location
4721 S Cliff Ave Ste 102, Independence, MO
Job Summary
As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors, handling client accounts, scheduling, communications, and marketing activities. You will help ensure a positive client experience and support the team’s business planning and growth.
Responsibilities
Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and maintain strong client relationships.
Manage client account transactions, including openings, transfers, and documentation; keep accurate records.
Support daily branch operations: scheduling appointments, preparing meeting materials, and coordinating correspondence.
Assist in the annual business planning process, including developing strategies and identifying client needs.
Execute marketing initiatives such as event planning and promotion.
Collaborate with internal teams to streamline processes and update SOPs.
Use technology tools such as MoneyGuide, Salesforce, Microsoft Office and firm‑provided software.
Requirements
Strong client‑service orientation and communication skills.
Attention to detail, analytical thinking, and adaptability.
Ability to work independently and as part of a team.
Computer literacy and willingness to learn new software.
Experience or interest in financial services is a plus.
Benefits
Edward Jones provides a comprehensive benefits package:
Medical, dental, vision, prescription drug coverage.
Short‑term and long‑term disability, basic life, AD&D at no cost.
401(k) retirement plan, health savings account and flexible spending account.
Paid time off: 15 days vacation for new associates, sick time, personal days, paid volunteer day.
Employee Assistance Program and bonuses / profit sharing.
Compensation
Competitive pay commensurate with experience with discretionary and variable compensation opportunities based on branch and firm profitability and individual performance.
Hiring minimum: $23.85
Hiring maximum: $25.82
EEO Statement
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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Full‑Time
Location
4721 S Cliff Ave Ste 102, Independence, MO
Job Summary
As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors, handling client accounts, scheduling, communications, and marketing activities. You will help ensure a positive client experience and support the team’s business planning and growth.
Responsibilities
Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and maintain strong client relationships.
Manage client account transactions, including openings, transfers, and documentation; keep accurate records.
Support daily branch operations: scheduling appointments, preparing meeting materials, and coordinating correspondence.
Assist in the annual business planning process, including developing strategies and identifying client needs.
Execute marketing initiatives such as event planning and promotion.
Collaborate with internal teams to streamline processes and update SOPs.
Use technology tools such as MoneyGuide, Salesforce, Microsoft Office and firm‑provided software.
Requirements
Strong client‑service orientation and communication skills.
Attention to detail, analytical thinking, and adaptability.
Ability to work independently and as part of a team.
Computer literacy and willingness to learn new software.
Experience or interest in financial services is a plus.
Benefits
Edward Jones provides a comprehensive benefits package:
Medical, dental, vision, prescription drug coverage.
Short‑term and long‑term disability, basic life, AD&D at no cost.
401(k) retirement plan, health savings account and flexible spending account.
Paid time off: 15 days vacation for new associates, sick time, personal days, paid volunteer day.
Employee Assistance Program and bonuses / profit sharing.
Compensation
Competitive pay commensurate with experience with discretionary and variable compensation opportunities based on branch and firm profitability and individual performance.
Hiring minimum: $23.85
Hiring maximum: $25.82
EEO Statement
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.
#J-18808-Ljbffr