financial advisor assistant

Allegiant Wealth Partners

Job Overview We are seeking a proactive and detail-oriented PART-TIME Financial Advisor Assistant to join our dynamic team. This energetic role offers an exciting opportunity to support financial advisors in delivering exceptional client service and ensuring smooth office operations. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a passion for people and customer support. As a key member of our Mid-South Team, you will help streamline administrative processes, manage client interactions, and contribute to the overall success of our financial advisory services.Duties<ul><li>Provide comprehensive administrative support to financial advisors, including scheduling appointments and managing calendars.</li><li>Handle greeting clients professionally and directing inquiries efficiently.</li><li>Manage multi-line phone systems, answer incoming calls with courteous phone etiquette, and route messages accurately.</li><li>Maintain organized client files through meticulous filing, data entry, and record keeping using digital tools like Microsoft Office and Google Workspace.</li><li>Assist with bookkeeping tasks using proprietary software applications that you will be trained to use.</li><li>Support office management duties such as supply ordering, document proofreading, and ensuring a well-organized workspace.</li><li>Facilitate customer support by addressing client questions promptly and providing exceptional service to enhance client satisfaction.</li></ul>Requirements<ul><li>Proven experience in office management, clerical work, or administrative roles within a professional environment.</li><li>Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace.</li><li>Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently.</li><li>Demonstrated experience with multi-line phone systems, phone etiquette, and customer service excellence.</li><li>Attention to detail in proofreading documents and maintaining accurate data entry records.</li><li>Prior personal assistant or office experience is preferred.</li><li>Strong interpersonal skills combined with professionalism to support clients and team members alike. Join us as a Financial Advisor Assistant where your enthusiasm meets your expertise! Help us deliver outstanding service while growing your career in a vibrant environment dedicated to excellence and client success.</li></ul>Pay: $32,000.00 - $44,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Work Location: In person

Financial Advisor Assistant

The Piedmont Group

<div>Financial Advisor Assistant 
Location: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60K, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office 
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. 
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 
Key Attributes<ul><li>
High level of professionalism and confidentiality</li><li>
Strong problem-solving mindset</li><li>
Self-starter with the ability to anticipate needs</li><li>
Team-oriented with a client-first attitude</li><li>
Compensation Benefits</li><li>
Competitive salary based on experience</li><li>
Bonus opportunities</li><li>
Health benefits and retirement plan options</li><li>
Paid time off and holidays</li><li>
Opportunities for professional growth and licensing support</li></ul> 

Compensation:
$60,000 
Responsibilities:
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 

Qualifications:<ul><li>
2+ years of administrative or client service experience (financial services preferred)</li><li>
Strong organizational skills and attention to detail</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook)</li><li>
Ability to manage multiple priorities and meet deadlines</li></ul> 
Preferred:<ul><li>
Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)</li><li>
Familiarity with financial products (investments, insurance, retirement plans)</li><li>
Securities licenses (Series 6, 7, or 65/66) or willingness to obtain</li><li>
Experience with financial planning software</li></ul> 

About Company 
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:<ul><li>
Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees</li><li>
Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career</li><li>
Aggressive, performance-driven, and bonus-structured compensation</li><li>
Licensure sponsorship/reimbursement</li><li>
Your existing and new business is yours</li><li>
We are a non-captive agency</li><li>
Concierge-level advisor services</li><li>
Innovative tools and technology to scale your practice</li><li>
100+ seasoned advisors that can mentor &amp; assist in business growth</li></ul>
At The Piedmont Group, advisors gain a true strategic partner&mdash;one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.</div>

Morgan Stanley

<div>POSITION SUMMARY:
The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.
DUTIES and RESPONSIBILITIES:
Provide administrative coverage for a FA/PWA/team including:
<ul><li>Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
</li></ul><ul><li>Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
</li></ul><ul><li>Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
</li></ul><ul><li>Assisting with general in-office support functions such as copying, filing, and scanning documentation
</li></ul><ul><li>Preparing and submitting expense reports for processing at the direction of the FA/PWA
</li></ul><ul><li>Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
</li></ul>EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
<ul><li>High school diploma/Equivalency
</li></ul><ul><li>Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
</li></ul><ul><li>Detail orientated with superior organizational skills
</li></ul><ul><li>Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
</li></ul><ul><li>Effective communication and interpersonal skills (both written and verbal)
</li></ul>&bull; Strong time management skills &bull; Team player with the ability to collaborate with others
<ul><li>Ability to work in a fast-paced, evolving environment
</li></ul><ul><li>Adaptable and ability to multi-task
</li></ul>Reports to:
<ul><li>Business Service Officer
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $16.50 and $43.27 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</div>

Team Administrator

Edward Jones

<div>Position Schedule: Full-Time 
 
Branch Address: 405 W 5th North St Suite #B, Summerville, SC 
 
This job posting is anticipated to remain open for 30 days, from 08-May-2026. The posting may close early due to the volume of applicants. 
 
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. 
 
Role Summary: 
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. 
 
We'll give you the support you need. Our team will be there every step of the way, providing: 
<ul><li>Comprehensive 6-month training including an experienced peer to help mentor you</li>
<li>A wide support network that extends from your branch office to your region to the home office</li>
<li>You'll often work independently but will have a team of thousands backing you every step of the way</li>
</ul> 
Can you see yourself... 
<ul><li>Delivering exceptional personalized service to ensure clients feel understood and informed</li>
<li>Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li>
<li>Actively listen for situations in the clients' lives that may indicate a need for additional services</li>
<li>Driving marketing activities such as planning and executing events</li> 
</ul> 
 
You can also expect... 
<ul><li>A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li>
<li>An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li>
<li>We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being</li>
<li>Full-time Associates receive the following benefits:
<ul><li>Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li>
</ul></li></ul> 
You'll be competitively compensated... 
<ul><li>Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li>
<li>Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.</li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. 
<li>
</li></ul> 
 
Hiring Minimum: $21.38 
 
Hiring Maximum: $23.14 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>Analytical Thinking</li>
<li>Attention to Detail</li>
<li>Adaptability</li>
<li>Conversational Skills</li>
<li>Digital Tool Utilization</li>
<li>Team Collaboration</li>
</ul> 
Role Requirements 
<ul><li>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.</li>
<li>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.</li>
<li>Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li> 
</ul> 
 
<ul><li> 
Awards &amp; Accolades</li></ul> 
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. 
 
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. 
 
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
 
 
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
 
 
View our Purpose, Inclusion and Citizenship Report. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 
 
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div>

Branch Office Administrator

<div>Position Schedule: Full-Time 
 
Branch Address: 9626 S Congress St Suite B, New Market, VA 
 
This job posting is anticipated to remain open for 30 days, from 08-May-2026. The posting may close early due to the volume of applicants. 
 
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. 
 
Role Summary: 
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. 
 
We'll give you the support you need. Our team will be there every step of the way, providing: 
<ul><li>Comprehensive 6-month training including an experienced peer to help mentor you</li>
<li>A wide support network that extends from your branch office to your region to the home office</li>
<li>You'll often work independently but will have a team of thousands backing you every step of the way</li>
</ul> 
Can you see yourself... 
<ul><li>Delivering exceptional personalized service to ensure clients feel understood and informed</li>
<li>Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li>
<li>Actively listen for situations in the clients' lives that may indicate a need for additional services</li>
<li>Driving marketing activities such as planning and executing events</li> 
</ul> 
 
You can also expect... 
<ul><li>A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li>
<li>An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li>
<li>We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being</li>
<li>Full-time Associates receive the following benefits:
<ul><li>Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li>
</ul></li></ul> 
You'll be competitively compensated... 
<ul><li>Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li>
<li>Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.</li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. 
<li>
</li></ul> 
 
Hiring Minimum: $21.38 
 
Hiring Maximum: $23.14 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>Analytical Thinking</li>
<li>Attention to Detail</li>
<li>Adaptability</li>
<li>Conversational Skills</li>
<li>Digital Tool Utilization</li>
<li>Team Collaboration</li>
</ul> 
Role Requirements 
<ul><li>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.</li>
<li>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.</li>
<li>Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li> 
</ul> 
 
<ul><li> 
Awards &amp; Accolades</li></ul> 
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. 
 
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. 
 
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
 
 
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
 
 
View our Purpose, Inclusion and Citizenship Report. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 
 
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div>

<div>Position Schedule: Full-Time 
 
Branch Address: 933 Pike Springs Rd, Phoenixville, PA 
 
This job posting is anticipated to remain open for 30 days, from 08-May-2026. The posting may close early due to the volume of applicants. 
 
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. 
 
Role Summary: 
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. 
 
We'll give you the support you need. Our team will be there every step of the way, providing: 
<ul><li>Comprehensive 6-month training including an experienced peer to help mentor you</li>
<li>A wide support network that extends from your branch office to your region to the home office</li>
<li>You'll often work independently but will have a team of thousands backing you every step of the way</li>
</ul> 
Can you see yourself... 
<ul><li>Delivering exceptional personalized service to ensure clients feel understood and informed</li>
<li>Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li>
<li>Actively listen for situations in the clients' lives that may indicate a need for additional services</li>
<li>Driving marketing activities such as planning and executing events</li> 
</ul> 
 
You can also expect... 
<ul><li>A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li>
<li>An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li>
<li>We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being</li>
<li>Full-time Associates receive the following benefits:
<ul><li>Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li>
</ul></li></ul> 
You'll be competitively compensated... 
<ul><li>Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li>
<li>Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.</li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. 
<li>
</li></ul> 
 
Hiring Minimum: $26.10 
 
Hiring Maximum: $28.26 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>Analytical Thinking</li>
<li>Attention to Detail</li>
<li>Adaptability</li>
<li>Conversational Skills</li>
<li>Digital Tool Utilization</li>
<li>Team Collaboration</li>
</ul> 
Role Requirements 
<ul><li>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.</li>
<li>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.</li>
<li>Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li> 
</ul> 
 
<ul><li> 
Awards &amp; Accolades</li></ul> 
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. 
 
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. 
 
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
 
 
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
 
 
View our Purpose, Inclusion and Citizenship Report. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 
 
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div>

<div>Position Schedule: Full-Time 
 
Branch Address: 9750 Covington Cross Drive, Suite 190, Las Vegas, NV 
 
This job posting is anticipated to remain open for 30 days, from 12-Apr-2026. The posting may close early due to the volume of applicants. 
 
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. 
 
Role Summary: 
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. 
 
We'll give you the support you need. Our team will be there every step of the way, providing: 
<ul><li>
Comprehensive 6-month training including an experienced peer to help mentor you</li><li>
A wide support network that extends from your branch office to your region to the home office</li><li>
You'll often work independently but will have a team of thousands backing you every step of the way</li></ul> 

Can you see yourself... 
<ul><li>
Delivering exceptional personalized service to ensure clients feel understood and informed</li><li>
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li><li>
Actively listen for situations in the clients' lives that may indicate a need for additional services</li><li>
Driving marketing activities such as planning and executing events</li></ul> 

You can also expect... 
<ul><li>
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li><li>
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li><li>
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being</li><li>
Full-time Associates receive the following benefits:<ul><li>
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li></ul></li></ul> 

You'll be competitively compensated... 
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.</li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. 
<li>
</li></ul> 
 
Hiring Minimum: $23.85 
 
Hiring Maximum: $25.82 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>
Analytical Thinking</li><li>
Attention to Detail</li><li>
Adaptability</li><li>
Conversational Skills</li><li>
Digital Tool Utilization</li><li>
Team Collaboration</li></ul> 

Role Requirements 
<ul><li>
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.</li><li>
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.</li><li>
Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li></ul><ul><li> 
Awards &amp; Accolades</li></ul> 
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. 
 
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. 
 
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
 
 
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
 
 
View our Purpose, Inclusion and Citizenship Report. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 
 
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div>

Search 10000+ Financial advisor assistant jobs near you this May. New roles added regularly across leading industries. Apply today.

10000 financial advisor assistant jobs Near Me

Financial Advisor Assistant

Financial Advisor Assistant

Team Administrator

Branch Office Administrator

Branch Office Administrator

Branch Office Administrator

Branch Office Administrator