Branch Office Administrator
This job posting is anticipated to remain open for 30 days from 13-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
As a Branch Office Administrator (BOA), you'll team up with financial advisors to help clients achieve their long-term financial goals. You’ll provide administrative support to one or multiple financial advisors, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is an 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 ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal support teams.
- Account Management: Learn and understand the financial services industry, including account opening, handling transfers, and processing requests at the direction of the financial advisor. Process transactions, prepare documentation, and maintain accurate client records.
- Administrative & Operational Support: Work independently at the direction of the financial advisor to handle tasks such as scheduling appointments, preparing meeting materials, managing correspondence, and supporting marketing initiatives. Streamline processes by updating SOPs and strategically executing the branch business plan.
- Technology: Utilize and learn new technology and programs, including MoneyGuide, Salesforce, Microsoft Office products, 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 & Wellness: Medical, prescription drug, dental, and vision coverage. Voluntary benefits include accident, hospital indemnity, and critical illness insurance.
- Disability & Life Insurance: 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 and profit-sharing eligibility, Employee Assistance Program (EAP), and merit-based salary increases.
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
- Bonus opportunities based on branch and firm profitability, as well as individual performance