Branch Office Administrator

Edward Jones is a financial services firm committed to client service and employee development.

As a Branch Office Administrator (BOA), you will provide administrative support to financial advisors and their clients, ensuring a positive client experience while facilitating broker operations and client communications.

• Support client accounts: prospecting, client data entry, account opening, and transfers.
• Manage communications: inbound and outbound calls, email, and in‑person interactions.
• Assist in the annual business planning process and marketing initiatives.
• Maintain client records, process account transactions, and update SOPs.
• Utilize technology tools such as Money Guide, Salesforce, and Microsoft Office.

• Exceptional client‑service skills and attention to detail.
• Analytical thinking and adaptability.
• Strong communication and team‑collaboration abilities.
• Digital tool utilization and willingness to learn new software.
• Basic computer literacy and experience with financial‑services platforms preferred.

• Medical, dental, vision, and prescription drug coverage.
• Short- and long-term disability, basic life, and AD&D at no cost.
• 401(k) retirement plan with company match.
• Health savings account (HSA) and flexible spending account (FSA).
• 10 paid holidays and 15 days of vacation for new associates.
• Employee Assistance Program and performance‑based bonuses.

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 law.