Branch Office Administrator

Branch Office Administrator (Full-Time)Edward Jones – Provo, UTPosition OverviewAt Edward Jones, we build deep, personal relationships with our clients, and our Branch Office Administrators (BOAs) play a vital role in delivering that experience. As a BOA, you will partner closely with a Financial Advisor to help clients achieve their long-term financial goals by delivering exceptional service, operational support, and a welcoming branch environment.This is a client-facing, full-time role that combines administrative excellence, relationship-building, and business support—all within a collaborative and mission-driven office.Key ResponsibilitiesDeliver personalized, high-quality service to clients in person, over the phone, and via emailSupport the financial advisor in managing and growing the practiceSchedule appointments, prepare for client meetings, and manage follow-upsProcess client transactions and maintain accurate records in compliance with firm policiesOrganize and maintain client files and operational systemsProactively identify opportunities to improve the client experience and branch efficiencyAssist with marketing activities, client events, and community engagement effortsMaintain a professional and welcoming office environmentQualificationsRequired QualificationsHigh school diploma or equivalent (associate’s or bachelor’s degree preferred)1–3+ years of experience in customer service, administrative support, or a related roleStrong interpersonal and communication skillsExceptional organizational skills with strong attention to detailAbility to prioritize tasks, manage time effectively, and meet deadlinesHigh level of professionalism, integrity, and discretionProficiency in Microsoft Office (Word, Excel, Outlook)Ability to work independently while contributing to a team environmentPreferred QualificationsExperience in financial services, banking, or insuranceFamiliarity with CRM systems or client databasesSecurities Industry Essentials (SIE) or willingness to obtain industry licenses (Series 7 & 66)Proven track record of building strong client relationshipsKey CompetenciesClient-first mindset with a passion for service excellenceStrong problem-solving and critical-thinking abilitiesAttention to detail and commitment to accuracyAdaptability and willingness to learn new systems and processesPositive attitude and team-oriented approachWhy Edward JonesMeaningful work helping clients achieve financial goalsStrong culture of support, collaboration, and professional developmentOpportunities for training, licensing, and career advancementCompetitive compensation and benefits packageStable, values-driven firm with a long-term perspectiveWork EnvironmentFull-time, in-office positionProfessional setting with frequent client interactionSmall team environment with close collaboration with a Financial AdvisorHow to ApplySubmit your resume and a brief cover letter outlining your experience and interest in the role. We’re looking for individuals who are passionate about client service and eager to grow within a respected financial services firm.