Branch Office Administrator

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Base pay range: $21.00/hr - $22.00/hr

As a Branch Office Administrator (BOA), you will be a vital member of a small client support team, working alongside a financial advisor to deliver exceptional service and ensure a positive client experience. You will be the first point of contact for clients, helping to identify and anticipate their financial needs and supporting the advisor in achieving long‑term goals.

• Provide exceptional client service via inbound and outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and maintain high satisfaction.
• Manage account opening, transfers, and other transaction requests under the advisor’s direction; prepare documentation and maintain accurate client records.
• Support administrative operations including scheduling appointments, preparing client‑meeting materials, managing correspondence, and backing marketing initiatives.
• Implement and update standard operating procedures to streamline processes and execute the branch business plan.
• Use technology such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software effectively.
• Work independently while collaborating with the advisor and team members to meet client and business goals.

• Analytical thinking, attention to detail, and adaptability.
• Strong conversational skills and ability to build relationships.
• Digital tool utilization and technology literacy.
• Team collaboration and independence.

• Comprehensive 6‑month training with a peer mentor.
• Wide support network spanning branch, region, and corporate office.
• Fully developed compensation package: medical, prescription, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, and AD&D at no cost.
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• Paid time off: ten holidays, 15 vacation days (new associates), sick time, personal days, and a paid day for volunteerism.
• Potential for bonuses and profit sharing based on individual performance, branch, and firm profitability.
• Employee Assistance Program available to all associates.
• EOR: $21.38 minimum – $22.71 maximum baseline with opportunity for merit‑based increases.

Full‑time position located in Lewistown, MT. The role is anticipated to remain open for 30 days, from 22‑Dec‑2025.

Edward Jones is a Fortune 500® company dedicated to placing clients at the center of everything we do. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are committed to partnership, innovation, and integrity. We foster a culture of continuous improvement, inclusivity, and recognition of individual contributions.

Associate

Full‑time

General Business, Administrative, and Customer Service