Branch Office Administrator
Edward Jones, Seguin, TX, United States
Position Schedule:
Full-Time
Branch Address:
116 S Moss St, Seguin, TX
Role Summary
As a Branch Office Administrator (BOA), you provide seamless administrative support to financial advisors and their client teams. You support client accounts, facilitate communication, and help maintain a positive client experience.
Key Responsibilities
Deliver exceptional personalized service to clients via calls, email, and in-person interactions.
Support the annual business planning process and marketing activities such as event planning and execution.
Listen for opportunities to add value to clients' financial plans.
Manage account openings, transfers, and other transactions and maintain accurate client records.
Handle scheduling, prepare materials for client meetings, and manage correspondence.
Support marketing initiatives and streamline branch processes.
Use technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Qualifications & Skills
Analytical thinking, attention to detail, and adaptability.
Strong communication and conversational skills.
Team collaboration and ability to work independently.
Digital tool utilization and willingness to learn new software.
Compensation & Benefits
Hiring Minimum:
$21.38
Hiring Maximum:
$23.14
You will receive a comprehensive benefits package that includes medical, prescription drug, dental, vision, voluntary coverage, short‑ and long‑term disability, basic life, basic AD&D coverage (at no cost to associates), a 401(k) plan with tax‑advantaged accounts, paid holidays, vacation, sick time, personal days, paid day for volunteerism, and eligibility for bonuses and profit sharing.
Our working environment offers 6‑month training, a supportive peer network, and opportunities for career growth.
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 Address:
116 S Moss St, Seguin, TX
Role Summary
As a Branch Office Administrator (BOA), you provide seamless administrative support to financial advisors and their client teams. You support client accounts, facilitate communication, and help maintain a positive client experience.
Key Responsibilities
Deliver exceptional personalized service to clients via calls, email, and in-person interactions.
Support the annual business planning process and marketing activities such as event planning and execution.
Listen for opportunities to add value to clients' financial plans.
Manage account openings, transfers, and other transactions and maintain accurate client records.
Handle scheduling, prepare materials for client meetings, and manage correspondence.
Support marketing initiatives and streamline branch processes.
Use technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Qualifications & Skills
Analytical thinking, attention to detail, and adaptability.
Strong communication and conversational skills.
Team collaboration and ability to work independently.
Digital tool utilization and willingness to learn new software.
Compensation & Benefits
Hiring Minimum:
$21.38
Hiring Maximum:
$23.14
You will receive a comprehensive benefits package that includes medical, prescription drug, dental, vision, voluntary coverage, short‑ and long‑term disability, basic life, basic AD&D coverage (at no cost to associates), a 401(k) plan with tax‑advantaged accounts, paid holidays, vacation, sick time, personal days, paid day for volunteerism, and eligibility for bonuses and profit sharing.
Our working environment offers 6‑month training, a supportive peer network, and opportunities for career growth.
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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