Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 23-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. 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. 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. (Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.) About the Role We’re looking for a Branch Office Administrator (BOA) who is ready to team up with financial advisors to help clients achieve their long‑term financial goals. The primary role is to provide administrative support to one or more financial advisors. 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. What We Provide Comprehensive 6‑month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You’ll often work independently but will have a team of thousands backing you every step of the way Seeking a Candidate Who: Delivers exceptional personalized service to ensure clients feel understood and informed Takes an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listens for situations in the clients' lives that may indicate a need for additional services Drives marketing activities such as planning and executing events Required Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements 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. 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. Administrative & 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. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. Benefits A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone’s different viewpoints are valued and help to achieve results We recognize individual efforts through a rewards program that promotes a long‑term career, your financial security and your family’s well‑being Full‑time Associates receive the following benefits: Medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (provided at no cost) 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account 10 paid holidays, 15 days of vacation for new associates beginning on January 1 of each year, sick time, personal days, and a paid day for volunteerism Bonuses and profit sharing eligibility and a comprehensive Employee Assistance Program For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Compensation Edward Jones believes in a human‑centered approach to partner for positive impact, to improve the lives of our clients, colleagues, and communities. We share success with associates through discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, and individual performance. 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. 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. #J-18808-Ljbffr Edward Jones