Edward Jones · 20 hours ago
Branch Office Administrator
Ponte Vedra Beach, FL
Full-time
Onsite
New Grad, Entry Level
$22.50/hr - $23.91/hrEdward Jones is a Fortune 500 company focused on putting people first, serving over nine million clients with a team of financial advisors. The Branch Office Administrator (BOA) role involves providing essential administrative support to financial advisors, ensuring a positive client experience, and facilitating communication and account management.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
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
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
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
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
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software
Qualification
Required
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
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
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates
Sick time
Personal days
Paid day for volunteerism
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
Founded in 1922
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
Company data provided by crunchbase