Branch Office Administrator

Job Posting Dates
:
This job posting is anticipated to remain open for 30 days, from 18-Jun-2026. The posting may close early due to the volume of applicants.

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions, resolving issues and ensuring an exceptional experience.
• Develop and maintain strong relationships with clients and internal client support team members.
• Handle account opening, transfers, and other requests; process account transactions; prepare documentation and maintain accurate client records.
• Manage various administrative tasks: scheduling appointments, preparing materials for client meetings, managing correspondence, supporting marketing initiatives, and updating SOPs.
• Support the annual business planning process and marketing activities such as planning and executing events.

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

• Strong computer literacy; willingness to learn new technology such as Money Guide, Salesforce, Microsoft Office.
• Ability to work independently and take direction from the financial advisor.
• Experience in administrative support in a financial services environment is an advantage.

• A comprehensive 6‑month training program.
• A wide support network spanning branch, region, and home office.
• Competitive compensation including discretionary and variable compensation programs.
• Health and welfare benefits: medical, prescription drug, dental, vision, short‑ and long‑term disability, basic life and AD&D coverage.
• 401(k) retirement plan and tax‑advantaged accounts.
• Paid holidays, vacation days, sick time, personal days, and paid volunteer days.
• Employee Assistance Program.

Compensation ranges are provided as a subset of the total pay range. Merit‑based salary increases are 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.