Branch Office Administrator

Role Summary

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. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

• Comprehensive 6‑month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region and to the home office
• You’ll often work independently but will have a team of thousands backing you every step of the way

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events

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

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Learn and understand the financial services industry. Handle account opening, transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently under the direction of the financial advisor. Handle administrative tasks including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes by updating SOPs and strategically executing the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm‑provided software.

• A culture of continuous improvement and professional development reflecting respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• Individual efforts are recognized through a rewards program that promotes a long‑term career, financial security and well‑being of associates and their families
• Full‑time Associates receive a comprehensive benefits package (medical, prescription, dental, vision, voluntary benefits, disability, life, AD&D, 401k, health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, paid volunteer day, bonuses and profit sharing, Employee Assistance Program)

• Human‑centered approach focused on positive impact for clients, colleagues, and communities
• Discretionary and variable compensation programs, including bonuses based on branch and firm profitability and individual performance
• Hiring minimum and maximum range is a subset of the total pay range with possibility for merit‑based salary increases as you progress

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.