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For Companies At a Glance
- Tasks: Support financial advisors and clients with exceptional service and administrative tasks.
- Company: Join Edward Jones, a Fortune 500 company focused on client success and community impact.
- Benefits: Enjoy competitive pay, comprehensive training, flexible work options, and generous vacation time.
- Why this job: Be part of a supportive team that values your unique contributions and fosters professional growth.
- Qualifications: Strong communication skills, attention to detail, and a willingness to learn about financial services.
- Other info: Full-time role with opportunities for bonuses and merit-based salary increases.
The predicted salary is between 22000 - 24000 £ per year.
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This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$28.00/hr – $30.00/hr
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.
At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone – the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems – you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 77 Great Road, Acton, MA
This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. 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\’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different 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.
We\’ll give you the support you need. Our team will be there every step of the way, providing:
- Comprehensive 6-month training including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You\’ll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself…
- Delivering exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients\’ lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
You can also expect…
- A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
- An inclusive environment where everyone\’s different viewpoints are valued and help to achieve results.
- We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family\’s well-being
- Full-time Associates receive the following benefits:
- Edward Jones\’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm\’s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You\’ll be competitively compensated…
- Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
- Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
- The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $28.35
Hiring Maximum: $30.13
Skills/Requirements
Read More About Job Overview
What skills would make you a successful BOA?
- 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. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Account Management: Aptitude to 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: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
- Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We\’re proud of our associates\’ contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we\’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
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Job function
General Business, Administrative, and Customer Service
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Branch Office Administrator employer: EDWARD JONES
Contact Detail:
EDWARD JONES Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Branch Office Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding key concepts and terminology will not only boost your confidence but also help you engage in meaningful conversations with clients and your team.
✨Tip Number 2
Practice your communication skills, especially active listening. As a Branch Office Administrator, you'll need to build strong relationships with clients, so being able to listen and respond effectively is crucial.
✨Tip Number 3
Get comfortable with technology and digital tools that are commonly used in the financial sector, such as Microsoft Office and CRM software. This will show your adaptability and readiness to support your team efficiently.
✨Tip Number 4
Network with current or former employees of Edward Jones. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
We think you need these skills to ace Branch Office Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Branch Office Administrator. Highlight your skills in client service, administrative support, and teamwork in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your analytical thinking, attention to detail, and any relevant experience in financial services or client management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to build relationships. Use specific examples from your past experiences to demonstrate how you can contribute to the Edward Jones team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at EDWARD JONES
✨Showcase Your Relationship-Building Skills
As a Branch Office Administrator, you'll be the first point of contact for clients. Highlight your ability to build relationships and communicate effectively during the interview. Share examples of how you've successfully engaged with clients or colleagues in the past.
✨Demonstrate Problem-Solving Abilities
Edward Jones values critical thinkers who can anticipate client needs. Prepare to discuss specific situations where you've identified potential issues before they arose and how you resolved them. This will show your proactive approach to client service.
✨Familiarise Yourself with Financial Services
Understanding the financial services industry is crucial for this role. Brush up on basic financial concepts and be ready to discuss how you can support financial advisors in managing client accounts. This knowledge will demonstrate your commitment to the position.
✨Emphasise Team Collaboration
The role involves working closely with financial advisors and other team members. Be prepared to share experiences that highlight your ability to collaborate effectively within a team. Discuss how you contribute to a positive team environment and support your colleagues.
