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Branch Office Administrator

Edward Jones

This job posting will remain open for 30 days, from 18-Jun-2026. The posting may close early due to applicant volume. 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 advisors across the U.S. and Canada. We prioritize people, innovate, and foster inclusion. Role Summary As a Branch Office Administrator, you will provide seamless administrative support to financial advisors and their clients, ensuring a positive client experience and contributing to the branch’s success. Key Responsibilities 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 clients’ lives that may indicate a need for additional services. Drive marketing activities such as planning and executing events. Required Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service via inbound/outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support teams. Account Management: Learn and understand the financial services industry; handle account opening, transfers, and other requests; process transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Work independently under the advisor’s direction; schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives, streamline processes, and execute on the branch business plan. Technology: Strong computer literacy and willingness to learn new technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software. Benefits & Compensation Edward Jones offers a comprehensive compensation package including medical, dental, vision, voluntary benefits, short‑ and long‑term disability, life and AD&D coverage (at no cost), a 401(k) plan with employer match, health savings accounts, flexible spending accounts, paid holidays, eight weeks of vacation for new associates, sick days, personal days, and volunteer days. Associates may also receive bonuses, profit sharing, and a rewards program that supports long‑term career growth and personal 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

Vacancy posted 4 days ago
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