Branch Office Administrator

Position Schedule: Full-Time Branch Address: 601 University Ave Suite 200, Sacramento, CA This job posting is anticipated to remain open for 30 days, from 27-Apr-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long‑term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We are proud to serve over nine million clients. 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. Comprehensive Support 6‑month training including a peer mentor A wide support network that extends from your branch office to your region to the home office Independent work with a team of thousands backing you every step of the way Key Responsibilities Deliver 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 Professional Development and Culture A culture of continuous improvement and professional development An inclusive environment that values diverse viewpoints A rewards program that promotes a long‑term career and well‑being for associates and their families Annual benefits include medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, basic AD&D, 401k, health savings account, flexible spending account, 10 paid holidays, 15 days of vacation for new associates, sick time, personal days, and paid day for volunteerism. Associates may be eligible for bonuses, profit sharing, and the Employee Assistance Program. ( Compensation Minimum $26.10 per hour Maximum $28.26 per hour Opportunities for merit‑based salary increases and discretionary bonuses based on branch and firm profitability and individual performance Skills and Requirements Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and maintain strong relationships. Account Management: Learn and understand the financial services industry. Handle account opening, transfers, and other requests. Process account transactions, prepare documentation, and maintain accurate records. Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle scheduling, prepare materials, manage correspondence, support marketing initiatives, streamline processes, update SOPs, and execute on the branch business plan. Technology: Strong computer literacy and willingness to learn MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software. About Us 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 are proud to be privately owned, focusing on clients rather than shareholder returns. Under our purpose, we partner for positive impact to improve the lives of clients, colleagues, and communities. This innovative, flexible, and inclusive organization attracts, develops, and inspires performance excellence and a sense of belonging. 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. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( View our Purpose, Inclusion and Citizenship Report ( #J-18808-Ljbffr Edward Jones