Branch Office Administrator

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company that focuses on its people. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we pride ourselves on a client‑first culture.

As a Branch Office Administrator, you will partner with financial advisors to support clients in achieving their long‑term financial goals. Your role is to provide seamless administrative support to a financial advisor or a team of multiple advisors, ensuring exceptional client experiences and smooth account operations.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• Client Service: Provide exceptional service via inbound and outbound calls, email, and in‑person interactions. Resolve inquiries and issues, maintain strong client relationships, and collaborate with internal support teams.
• Account Management: Learn and understand the financial services industry. Handle account opening, transfers, and other requests at the direction of the advisor. Process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently under the advisor’s direction. Manage scheduling, prepare meeting materials, handle correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan.
• Technology: Demonstrate strong computer literacy and willingness to learn new tools such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• A culture of continuous improvement and professional development that respects individual contributions.
• An inclusive environment where diverse viewpoints are valued.
• Recognition of individual efforts through a rewards program promoting long‑term career growth.
• Full‑time benefits:
  Medical, prescription drug, dental, vision, voluntary benefits, disability, life insurance, 401(k), health savings accounts, flexible spending accounts, paid holidays, vacation, sick time, and paid volunteerism days. Associates are eligible for bonuses, profit sharing, and the Employee Assistance Program. For more information, visit the benefits page.

• Our incentive approach includes discretionary and variable compensation, such as bonus opportunities based on branch and firm profitability, and individual performance.
• A merit‑based salary increase is available as you progress in the BOA role.

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.