Sr. Branch Office Administrator

Edward Jones - Lake Saint Louis, MO

Full-time - Entry Level

Lake Saint Louis, MO

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Branch Office Administrator (Sr. BOA) at Edward Jones plays a crucial role in supporting financial advisors and ensuring exceptional client service. This full-time position involves building strong relationships with clients, understanding their needs, and proactively identifying opportunities to assist them in achieving their financial goals. The Sr. BOA is a key member of a small branch team, working independently while being backed by a large support network. The role emphasizes continuous improvement, professional development, and a culture of inclusivity.

Responsibilities

• Deliver exceptional personalized service to clients.
• Take an active role in the annual business planning process.
• Listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Requirements

• 5+ years of related financial services, banking, or legal experience with demonstrated job progression/responsibility.
• Ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.
• Strong ability to work independently.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• Fifteen days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program.