Branch Office Administrator
Edward Jones
Rapid City, SDFresher1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- MarketingLead generationSalesforceMicrosoft Office
- Work
- On-site in Rapid City
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office79%Marketing8%Lead generation5%Salesforce3%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 3, 2026 · still open
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About the Role
The Branch Office Administrator (BOA) role at Edward Jones provides administrative support to a financial advisor or a team of multiple financial advisors, helping clients achieve their long-term financial goals. BOAs are a vital part of the client support team, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
Key Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed.
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
- Actively listen for situations in clients' lives that may indicate a need for additional services.
- Drive 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 client experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Manage 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.
- Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, and managing correspondence.
- Streamline processes by updating SOPs and strategically executing on the branch business plan.
Requirements & Tech Stack
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Strong computer literacy with a willingness to learn new technology and programs.
- MoneyGuide
- Salesforce
- Microsoft Office products
- Other firm-provided software.
Qualifications
- Aptitude to learn and understand the financial services industry.
- Strong ability to work independently at the direction of the financial advisor.
Edward Jones provides comprehensive 6-month training, including mentorship from an experienced peer, and a wide support network extending from the branch office to the region and home office.