Branch Office Administrator

Job Overview

Branch Office Administrator (BOA) role at Edward Jones. Full‑time, located at 240 W Cook St, Portage, WI. This posting will remain open for 30 days from 20-Feb-2026, though it may close early due to volume of applicants.

You’ll be a vital part of our team, providing seamless support to our financial advisors and their clients. Key responsibilities include supporting client accounts, facilitating communication, and ensuring a positive client experience.

• Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions.
• Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support teams.
• Account management: opening accounts, handling transfers, processing transactions, preparing documentation, and maintaining accurate client records.
• Administrative & operational support: scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes, update SOPs, and execute on the branch business plan.
• Use technology 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
• Strong computer literacy and willingness to learn new technology.

Hiring Minimum: $22.50
Hiring Maximum: $24.36

Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life and AD&D coverage at no cost. 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA) are available. Paid holidays, vacation, sick time, personal days, and a paid day for volunteerism are provided.

• Comprehensive 6‑month training with an experienced peer mentor.
• A wide support network from branch office to region to home office.
• Opportunity to work independently with a team of thousands backing you.
• Participation in annual business planning and marketing activities.
• Cultural emphasis on continuous improvement, professional development, and inclusive environment.

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.