Branch Office Administrator
Edward Jones, Bowie, MD, United States
Position Schedule:
Full-Time
Branch Address:
4201 Northview Drive Suite 223, Bowie, MD
The posting may close early due to volume of applicants. This job posting is anticipated to remain open for 30 days, from 27-Mar-2026.
Overview
This Branch Office Administrator (BOA) role provides administrative support to financial advisors, helping clients achieve long‑term financial goals. BOAs are valued members of the client support team and contribute to over 9 million clients.
Role Summary
As a BOA, you'll support client accounts, facilitate communication, and ensure a positive client experience, growing your career in a dynamic environment.
Support Provided
Comprehensive 6‑month training with a peer mentor
Wide support network from branch to home office
Independent work backed by a thousands‑strong team
Key Responsibilities
Deliver exceptional personalized service to clients via calls, email, and in‑person interactions
Assist in annual business planning to develop strategies for the upcoming year
Identify potential needs for additional services by listening to clients’ situations
Plan and execute marketing activities such as events
Provide administrative and operational support: scheduling, preparing client‑meeting materials, managing correspondence, and supporting marketing initiatives.
Learn and manage account transactions, including account openings and transfers, and maintain accurate client records.
Support technology initiatives: MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Professional Development & Culture
A culture of continuous improvement and professional development
An inclusive environment valuing diverse viewpoints
A rewards program recognizing individual efforts and supporting long‑term career, personal and financial well‑being.
Compensation
Competitive compensation through discretionary and variable programs, including branch and firm profitability bonuses and individual performance payouts.
Hiring Minimum:
$26.10
Hiring Maximum:
$31.58
Skills & Qualifications
Analytical thinking
Attention to detail
Adaptability
Conversational skills
Digital tool utilization
Team collaboration
Requirements
Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions; resolve issues and maintain relationships with clients and referral sources.
Learn the financial services industry, process account transactions, prepare documentation, and maintain accurate records.
Work independently at the direction of the financial advisor, handling administrative tasks, scheduling, preparing materials, and supporting marketing initiatives.
Strong computer literacy and willingness to learn new technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Benefits
Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness).
Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost.
401(k) retirement plan, health savings account, flexible spending account.
Ten paid holidays, 15 days vacation for new associates, sick time, personal days, and a paid day for volunteerism.
Eligibility for bonuses, profit sharing, and Employee Assistance Program.
Edward Jones observes equal opportunity employment and does not discriminate on any basis prohibited by applicable law.
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Full-Time
Branch Address:
4201 Northview Drive Suite 223, Bowie, MD
The posting may close early due to volume of applicants. This job posting is anticipated to remain open for 30 days, from 27-Mar-2026.
Overview
This Branch Office Administrator (BOA) role provides administrative support to financial advisors, helping clients achieve long‑term financial goals. BOAs are valued members of the client support team and contribute to over 9 million clients.
Role Summary
As a BOA, you'll support client accounts, facilitate communication, and ensure a positive client experience, growing your career in a dynamic environment.
Support Provided
Comprehensive 6‑month training with a peer mentor
Wide support network from branch to home office
Independent work backed by a thousands‑strong team
Key Responsibilities
Deliver exceptional personalized service to clients via calls, email, and in‑person interactions
Assist in annual business planning to develop strategies for the upcoming year
Identify potential needs for additional services by listening to clients’ situations
Plan and execute marketing activities such as events
Provide administrative and operational support: scheduling, preparing client‑meeting materials, managing correspondence, and supporting marketing initiatives.
Learn and manage account transactions, including account openings and transfers, and maintain accurate client records.
Support technology initiatives: MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Professional Development & Culture
A culture of continuous improvement and professional development
An inclusive environment valuing diverse viewpoints
A rewards program recognizing individual efforts and supporting long‑term career, personal and financial well‑being.
Compensation
Competitive compensation through discretionary and variable programs, including branch and firm profitability bonuses and individual performance payouts.
Hiring Minimum:
$26.10
Hiring Maximum:
$31.58
Skills & Qualifications
Analytical thinking
Attention to detail
Adaptability
Conversational skills
Digital tool utilization
Team collaboration
Requirements
Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions; resolve issues and maintain relationships with clients and referral sources.
Learn the financial services industry, process account transactions, prepare documentation, and maintain accurate records.
Work independently at the direction of the financial advisor, handling administrative tasks, scheduling, preparing materials, and supporting marketing initiatives.
Strong computer literacy and willingness to learn new technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Benefits
Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness).
Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost.
401(k) retirement plan, health savings account, flexible spending account.
Ten paid holidays, 15 days vacation for new associates, sick time, personal days, and a paid day for volunteerism.
Eligibility for bonuses, profit sharing, and Employee Assistance Program.
Edward Jones observes equal opportunity employment and does not discriminate on any basis prohibited by applicable law.
#J-18808-Ljbffr