Branch Office Administrator

This job posting is anticipated to remain open for 30 days from 07-Aug-2026 and may close early due to the volume of applicants.

About Us

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 one or more financial advisors, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

We value diverse viewpoints and credit much of our success to the unique experiences and professional backgrounds of our BOAs.

Support and Development

We provide the support you need to succeed, including:

• Comprehensive 6-month training with an experienced peer mentor
• A wide support network extending from your branch office to your region and the 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, supporting marketing initiatives, 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 (accident, hospital indemnity, critical illness); short- and long-term disability (provided at no cost); basic life and AD&D insurance (provided at no cost)
• Retirement and Savings: 401k retirement plan; health savings account (HSA); flexible spending account (FSA)
• Time Off: 10 paid holidays; 15 days of vacation for new associates beginning January 1 of each year; sick time; personal days; a paid day for volunteerism
• Additional Perks: Eligibility for bonuses and profit sharing; Employee Assistance Program (EAP)

Pay

The hiring minimum and maximum range shown 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. Compensation includes:

• Base salary
• Bonus opportunities based on branch and firm profitability, as well as individual performance
• Discretionary and variable compensation programs reflecting the firm’s success