Branch Office Administrator

Job Overview

The Branch Office Administrator (BOA) works closely with financial advisors to help clients achieve their long‑term financial goals. As an essential part of the client support team, the BOA provides administrative assistance to one or more advisors, contributing to a positive client experience and the overall success of the firm.

You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a seamless workflow for advisors and clients alike. This full‑time position offers comprehensive training, a supportive network, and the opportunity to grow within a dynamic, client‑centric environment.

• Provide exceptional client service via inbound and outbound calls, email, and face‑to‑face interactions.
• Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support teams.
• Support account management tasks: opening accounts, processing transfers, preparing documentation, and maintaining accurate client records.
• Manage appointments, prepare client meeting materials, and support marketing initiatives for the branch.
• Assist in the annual business planning process, identifying opportunities for additional services and marketing activities such as events.
• Update standard operating procedures and execute branch business plans to streamline processes.
• Use technology tools such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

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

• Comprehensive 6‑month training with an experienced mentor.
• A wide support network spanning branch, region, and home office.
• A culture of continuous improvement and professional development.
• An inclusive environment that values diverse viewpoints.
• A rewards program recognizing individual efforts and promoting long‑term career growth.
• Medical, prescription, dental, vision, and voluntary benefits at no cost.
• Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost.
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• Ten paid holidays, 15 vacation days for new associates, sick time, personal days, and a paid day for volunteerism.
• Potential for bonuses and profit sharing; all associates eligible for the Employee Assistance Program.

The hiring minimum is $21.38 per hour and the maximum is $22.71 per hour, with opportunities for merit‑based salary increases.

• Entry level

• Full‑time

• Administrative

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.