Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 29-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. Branch Office Administrator (BOA) 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. Key Responsibilities 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, including 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: 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, update SOPs and execute the branch business plan. Technology: Demonstrate strong computer literacy and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. Skills & Competencies Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Benefits Medical, prescription drug, dental, vision, and voluntary benefits (e.g., accident, hospital indemnity, critical illness) Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost to associates 401(k) retirement plan and tax‑advantaged accounts including 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 opportunities Employee Assistance Program Compensation Human‑centered approach with discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance Hiring minimum and maximum range shown below is a subset of the total pay range. 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