Position Details
About this role
Branch Office Administrator at Edward Jones supports financial advisors by handling client accounts and communications, performing administrative tasks, and facilitating licensing training.
Key Responsibilities
- Provide inbound/outbound client service via calls, email, and in-person interactions
- Support account management and client documentation
- Schedule appointments and prepare materials for client meetings
- Manage SOPs and streamline branch operations
- Assist in annual business planning and marketing activities
Technical Overview
Proficiency with MoneyGuide, Salesforce, and Microsoft Office; experience with client documentation, scheduling, and SOPs; regulatory training and ongoing CE compliance.
Ideal Candidate
The ideal BOA is an organized, client-focused administrator who can support financial advisors with client accounts, documentation, and licensing training (SIE/Series 7/Series 66) using MoneyGuide, Salesforce, and Microsoft Office.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of required FINRA licensing (SIE, Series 7, Series 66), Unwillingness to participate in ongoing training, Inadequate communication with clients
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