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Branch Office Administrator

Edward Jones HQ

This job posting is anticipated to remain open for 30 days, from 20-May-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 US 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. 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 Support We Provide Comprehensive 6‑month training, including a peer mentor A wide support network that extends from your branch office to your region to the home office You’ll often work independently but have a team of thousands backing you every step of the way Can You See Yourself…? Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listening for situations in clients’ lives that may indicate a need for additional services Driving marketing activities such as planning and executing events What Skills Would Make You a Successful BOA? 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. Streamline 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. You Can Also Expect… 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, and voluntary benefits (accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&DD at no cost. 401(k) retirement plan, health savings account, flexible spending account, tax‑advantaged accounts. Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism. Eligibility for bonuses, profit sharing, and access to the Employee Assistance Program. You’ll Be Competitively Compensated… Edward Jones believes in a human‑centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and, as a privately held firm, we share the success with our associates through discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, and individual performance. The hiring minimum and maximum pay 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

Vacancy posted 1 day ago
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