Your first year as a Branch Office Administrator
We’ve designed a structured onboarding journey to help you build knowledge, strengthen skills, and feel supported every step of the way. New Branch Office Administrators can expect to spend 8-10 weeks onboarding and training.
Getting Started
Begin with onboarding experiences that introduce Edward Jones, your role and the foundations of serving clients and supporting practice operations and client relationship management.
Building Proficiency
Develop key skills through guided online learning and live virtual training sessions led by experienced facilitators.
Learning Through Connection
Collaborate with peers, participate in interactive learning experiences, and receive support from mentors, peers, and partners across the firm.
Growing for the Future
Continue your development through ongoing learning opportunities, licensing and registrations that expand your impact and training designed to help you succeed throughout your career.
We’re invested in your success.
BOAs have access to mentorship, peer connections, on-demand resources as well as ongoing learning opportunities designed to help them build confidence and succeed. Our commitment to associate development has earned Edward Jones recognition as a Training APEX Award-winning organization.
Office operations
Daily office operations includes overseeing appointment setting and schedules, and processing deposits and transactions. Ideal for a well-organized person who enjoys multi-tasking and working with technology and people.
Client Relationships
Job one for our financial advisors is building authentic, one-on-one relationships with our clients – and the BOA is key in doing that. The BOA is typically the voice clients hear when they call on the phone and the first face they see when they walk in the door. They’re often first to hear of major life events, such as weddings, family loss and births. New jobs and retirement plans. When clients have questions, the financial advisor depends on the BOA to offer a timely response. Accessible, personable, empowered. That’s the BOA role.
Business Development
An effective marketing communications program is only as strong as the person who implements it daily. Based on the branch team’s established processes, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the financial advisor deepen existing client relationships by preparing reports for scheduled appointments and scheduling systematic contact activities.
Supporting the region and the firm
To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. Experienced BOAs often dedicate time for programs such as mentoring, BOA meeting planning, region recruiting or solutions systems advocates. Even helping with an occasional branch visit, workshop or special project.
Some BOAs also have the opportunity to play a larger role in their region if their financial advisor holds a key leadership position. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a financial advisor trainee for several weeks, requiring the BOA to help the new financial advisor become familiar with processing systems and office record keeping.
