Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 29‑May‑2026. The posting may close early due to the volume of applicants.

Edward Jones is a Fortune 500 financial services firm with over 9 million clients and 20,000 advisors.

As a Branch Office Administrator (BOA), you will support financial advisors and help clients achieve their long‑term goals. You’ll provide administrative support, manage client accounts, facilitate communication, and contribute to a positive client experience.

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Assist in annual business planning for advisors and help develop strategies for the upcoming year.
• Listen for situations that indicate clients may need additional services.
• Drive marketing activities such as planning and executing events.
• Provide administrative and operational support: scheduling, preparing materials, managing correspondence, and supporting marketing initiatives.
• Maintain and update SOPs and contribute to execution of the branch business plan.
• Handle account transactions, prepare documentation, and maintain accurate client records.
• Provide client service via inbound/outbound calls, email, and in‑person interactions.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

• Client Service: Provide exceptional service via inbound/outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and build lasting relationships.
• Account Management: Learn the financial services industry; handle account openings, transfers, and other requests; process transactions, prepare documentation, and maintain accurate records.
• Administrative & Operational Support: Work independently under guidance of advisor; manage scheduling, client meeting prep, correspondence, and marketing activities; streamline processes and update SOPs.
• Technology: Strong computer literacy; willingness to learn new tech such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• A culture of continuous improvement and professional development.
• An inclusive environment that values diverse viewpoints.
• A rewards program that promotes long‑term career and financial security.
• Full‑time Associates receive a comprehensive benefits package: medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑/long‑term disability, basic life, basic AD&D at no cost; a 401k retirement plan; health savings account; flexible spending account; ten paid holidays; 15 days vacation for new associates starting Jan 1; sick time, personal days, and a paid day for volunteerism; eligibility for bonuses and profit sharing;
  
  and an employee assistance program.

Edward Jones does not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.