Branch Office Administrator

This job posting is anticipated to remain open for 30 days from 03-Aug-2026 and may close early due to the volume of applicants.

About the Firm

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are a privately-owned firm focused on improving the lives of our clients rather than shareholder returns. Our purpose is to 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. Associates are seen, heard, respected, and supported, making Edward Jones a great place to start or build your career.

About the Role

The Branch Office Administrator (BOA) role is a fulfilling opportunity to team up with financial advisors and help clients achieve their long-term financial goals. As a BOA, you will provide administrative support to a financial advisor or a team of financial advisors, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

We value diverse viewpoints and unique professional backgrounds, as they help drive our success in serving over nine million clients.

Support and Development

We provide comprehensive support to help you succeed, including:

• A 6-month training program with an experienced peer mentor
• A wide support network spanning your branch office, region, and home office
• A collaborative environment where you work independently but have a team of thousands backing you

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
• Client Service: Provide exceptional service via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support teams
• Account Management: Learn and understand the financial services industry, including account opening, transfers, and other requests at the direction of the financial advisor. Process transactions, prepare documentation, and maintain accurate client records
• Administrative & Operational Support: Handle various tasks independently at the direction of the financial advisor, including scheduling appointments, preparing meeting materials, managing correspondence, and supporting marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan
• Technology: Demonstrate strong computer literacy and a willingness to learn new programs, such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software

Skills

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Benefits

Full-time associates receive the following benefits:

• Health and Wellness: Medical, prescription drug, dental, and vision coverage. Voluntary benefits include accident, hospital indemnity, and critical illness insurance
• Disability and Life Insurance: Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost
• Retirement and Savings: 401k retirement plan, health savings account (HSA), and flexible spending account (FSA)
• Paid Time Off: 10 paid holidays, 15 days of vacation for new associates (beginning January 1 of each year), sick time, personal days, and a paid day for volunteerism
• Additional Perks: Eligibility for bonuses and profit sharing, Employee Assistance Program (EAP), and a culture of continuous improvement and professional development

Pay

The hiring minimum and maximum range shown is a subset of the total pay range. Compensation includes:

• Base salary with opportunities for merit-based increases as you progress in the role
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, as well as individual performance