Branch Office Administrator

Role Summary

As a Branch Office Administrator, you’ll be a vital part of the 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.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive 6‑month training including a peer mentor
• A wide support network that extends from your branch office to your region to the home office
• Independence with the backing of a team of thousands

• 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 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 scheduling, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Streamline processes by updating SOPs and 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.

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.

• 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
• A rewards program that promotes a long‑term career, financial security, and well‑being for you and your family
• Full‑time associates receive a comprehensive benefits package including medical, prescription drug, dental, vision, voluntary benefits, disability, life, AD&D, 401(k), health savings account, flexible spending account, ten paid holidays, 15 days vacation for new associates, sick time, personal days, paid day for volunteerism, bonuses, profit sharing, and Employee Assistance Program

• Compensation reflects a human‑centered approach and partnership with positive impact
• Variable compensation opportunities based on branch and firm profitability and individual performance
• A hiring minimum and maximum pay range is provided, with merit‑based salary increases as you progress