Branch Office Administrator

Edward Jones is a Fortune 500 financial services firm with over 9 million clients and more than 20,000 financial advisors. Role Summary As a Branch Office Administrator (BOA), you will provide essential administrative support to one or more financial advisors, helping them focus on client relationships. Responsibilities include coordinating client account activities, managing communications, and enhancing the overall client experience in a dynamic environment. Support we Provide Comprehensive 6‑month training with a seasoned peer mentor Extensive support network from your branch team to region and head office Independent work with strong backing from thousands of associates Candidate Profile Deliver personalized, exceptional service so clients feel understood and informed Take an active role in annual business planning and strategy development for the upcoming year Listen for client life events that may signal need for additional services Drive marketing activities, including event planning and execution Essential Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Handle inbound/outbound calls, e‑mail, and in‑person interactions; resolve inquiries, issues, and ensure service excellence; build relationships with clients, referral sources, and internal support. Account Management: Learn financial services industry basics; manage account openings, transfers, and other requests; process transactions, prepare documentation, and maintain accurate records. Administrative & Operational Support: Work independently under advisor direction; schedule appointments, prepare meeting materials, manage correspondence, support marketing; streamline processes by updating SOPs and executing branch business plans. Technology: Strong computer literacy; willingness to learn MoneyGuide, Salesforce, Microsoft Office, and other firm software. You can also expect… A culture of continuous improvement and professional development. An inclusive environment that values diverse viewpoints. Recognition through a rewards program that supports long‑term career and financial security. Full‑time benefits: medical, prescription drug, dental, vision, voluntary and essential coverage, 401(k) with matching, health savings and flexible spending accounts; 10 paid holidays, 15 vacation days for new associates, sick time, personal days, volunteer day; eligibility for bonus and profit sharing; Employee Assistance Program. Competitive Compensation Human‑centered approach with discretionary and variable compensation tied to branch and firm performance. Base pay range provided; opportunities for merit‑based salary increases as the BOA role progresses. Additional bonus potential based on individual performance and firm profitability. 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