Branch Office Administrator

Job Title & Company

Branch Office Administrator at Edward Jones.

$30.00/hr - $37.00/hr

• Hiring Minimum: $30.60
• Hiring Maximum: $37.03
• Potential merit‑based increases and bonus opportunities tied to branch and firm profitability.

The Branch Office Administrator (BOA) provides essential administrative support to financial advisors and the client support team, ensuring smooth operations and a positive client experience. The role requires strong customer service skills, attention to detail, and the ability to work independently while collaborating with the team.

• Deliver exceptional personalized service to clients via inbound/outbound calls, email, and in‑person interactions.
• Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal team members.
• Support account management tasks: account opening, transfers, and related documentation under the advisory team’s direction.
• Handle administrative duties including scheduling appointments, preparing client meeting materials, managing correspondence, and supporting marketing initiatives.
• Assist in the annual business planning process and identify opportunities for additional services.
• Maintain accurate client records and ensure compliance with company policies and regulatory requirements.
• Use technology platforms such as Salesforce, Money Guide, Microsoft Office, and other firm‑provided software.

• Analytical thinking and problem‑solving abilities.
• Strong attention to detail and organizational skills.
• Adaptability and willingness to learn new technologies.
• Effective communication and conversational skills.
• Team collaboration and customer‑service orientation.
• Experience with digital tools and basic computer literacy.

Full‑time associates receive a comprehensive benefits package that includes medical, dental, vision, and prescription coverage; short‑ and long‑term disability; basic life and AD&D; 401(k) retirement plan; health savings account; and flexible spending account. Associates also enjoy paid holidays, vacation days, sick time, personal days, and paid volunteer days. Additional benefits include an employee assistance program, rewards program, and opportunities for bonuses and profit sharing.

Edward Jones is a Fortune 500 company that values diversity, equity, and inclusion. The firm is committed to providing equal employment opportunities and does not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, veteran status, or any other legally protected characteristic.

Qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

Notice of Fair Chance Ordinance.