Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 07-Jul-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 with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. 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. We’ll give you the support you need Comprehensive 6‑month training with an experienced peer mentor A wide support network extending from your branch office to the region and home office Independently work with the backing of a large team Responsibilities and Activities 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 the clients' lives that may indicate a need for additional services Drive marketing activities such as planning and executing events Key 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: Learn and understand the financial services industry. Handle account opening, 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: Work independently at the direction of the financial advisor. Handle scheduling appointments, preparing materials for client meetings, managing correspondence, supporting marketing initiatives, streamlining processes, updating SOPs, and executing the branch business plan. Technology: Strong computer literacy with the willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm‑provided software. What you’ll be competitively compensated for Human‑centered approach fostering positive impact Essential partnership legacy; discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance Opportunity for merit‑based salary increases as you progress in the BOA role Benefits Full‑time associates receive the following benefits: Health insurance (medical, prescription drug), dental, vision, and voluntary benefits Short‑ and long‑term disability, basic life, and AD&D coverage at no cost 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA) Ten paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism Potential bonuses and profit sharing Employee Assistance Program Expectations and Culture A culture of continuous improvement and professional development An inclusive environment where all viewpoints are valued A rewards program promoting long‑term career, financial security, and well‑being 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