Branch Office Administrator

This job posting is anticipated to remain open for 30 days from 19-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’re proud to be privately-owned, placing the focus on 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 partners with financial advisors to help clients achieve their long-term financial goals. As a BOA, you will provide administrative support to a financial advisor or a team of advisors, playing 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 with comprehensive support, 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 team of thousands backing you, even when working independently

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 build 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 administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan
• Technology: Utilize and learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software

Skills

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

Requirements

• Aptitude to learn and understand the financial services industry
• Strong ability to work independently at the direction of the financial advisor
• Strong computer literacy with a willingness to learn new technology

Benefits

Full-time associates receive the following benefits:

• Health & Wellness: Medical, prescription drug, dental, and vision coverage
• Voluntary Benefits: Accident, hospital indemnity, and critical illness insurance
• Disability & Life: Short- and long-term disability, basic life, and basic AD&D coverage (provided at no cost)
• Retirement & Savings: 401k retirement plan, health savings account (HSA), and 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, and a paid day for volunteerism
• Additional Perks: Bonuses, profit sharing, and eligibility for the firm’s Employee Assistance Program

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