Branch Office Administrator
Edward Jones, Richland, WA, United States
Position Schedule
Full‑Time
Branch Location
767 Williams Blvd, Richland, WA
Role Summary
As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors, ensuring seamless client service and a positive client experience. You will play a key role in supporting client accounts, facilitating communication, and contributing to business growth.
Training & Support
Comprehensive 6‑month training
including peer mentoring.
Wide support network
from branch, region, to home office.
Opportunity to work independently with a team of thousands backing you.
Key Responsibilities
Deliver exceptional personalized service to clients via inbound/outbound calls, email, and in‑person interactions.
Assist in the annual business planning process and help develop strategies for the upcoming year.
Listen for opportunities to recommend additional services based on clients’ situations.
Drive marketing activities such as planning and executing events.
Handle account opening, transfers, and other requests, preparing documentation and maintaining accurate client records.
Schedule appointments, prepare materials for client meetings, and manage correspondence.
Support marketing initiatives and streamline operations by updating SOPs and executing branch business plans.
Maintain strong relationships with clients, referral sources, and internal support teams.
Learn and use technology such as MoneyGuide, Salesforce, Microsoft Office, and firm‑provided software.
Skills & Qualifications
Analytical Thinking
Attention to Detail
Adaptability
Conversational/Sales Skills
Digital Tool Utilization
Team Collaboration
Client Service Experience (preferred)
Knowledge of financial services industry (preferred)
Compensation & Benefits
Hiring Minimum: $26.10 per hour
Hiring Maximum: $28.26 per hour
Competitive salary with bonus opportunities based on branch and firm profitability, and individual performance.
Edward Jones compensation and benefits package includes medical, dental, vision, prescription drug, voluntary benefits, short‑term and long‑term disability, basic life, and basic AD&D coverage at no cost to associates.
401(k) retirement plan with match, tax‑advantaged accounts, and employee assistance program.
Rated paid holidays, vacation days, sick time, personal days, and volunteer days.
Equal Opportunity Employer
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
Branch Location
767 Williams Blvd, Richland, WA
Role Summary
As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors, ensuring seamless client service and a positive client experience. You will play a key role in supporting client accounts, facilitating communication, and contributing to business growth.
Training & Support
Comprehensive 6‑month training
including peer mentoring.
Wide support network
from branch, region, to home office.
Opportunity to work independently with a team of thousands backing you.
Key Responsibilities
Deliver exceptional personalized service to clients via inbound/outbound calls, email, and in‑person interactions.
Assist in the annual business planning process and help develop strategies for the upcoming year.
Listen for opportunities to recommend additional services based on clients’ situations.
Drive marketing activities such as planning and executing events.
Handle account opening, transfers, and other requests, preparing documentation and maintaining accurate client records.
Schedule appointments, prepare materials for client meetings, and manage correspondence.
Support marketing initiatives and streamline operations by updating SOPs and executing branch business plans.
Maintain strong relationships with clients, referral sources, and internal support teams.
Learn and use technology such as MoneyGuide, Salesforce, Microsoft Office, and firm‑provided software.
Skills & Qualifications
Analytical Thinking
Attention to Detail
Adaptability
Conversational/Sales Skills
Digital Tool Utilization
Team Collaboration
Client Service Experience (preferred)
Knowledge of financial services industry (preferred)
Compensation & Benefits
Hiring Minimum: $26.10 per hour
Hiring Maximum: $28.26 per hour
Competitive salary with bonus opportunities based on branch and firm profitability, and individual performance.
Edward Jones compensation and benefits package includes medical, dental, vision, prescription drug, voluntary benefits, short‑term and long‑term disability, basic life, and basic AD&D coverage at no cost to associates.
401(k) retirement plan with match, tax‑advantaged accounts, and employee assistance program.
Rated paid holidays, vacation days, sick time, personal days, and volunteer days.
Equal Opportunity Employer
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