Branch Office Administrator

Job Posting Duration:
This job posting will remain open for 30 days, starting 14-Jun-2026. Applications may close earlier due to volume.

As a Branch Office Administrator (BOA), you will be a vital part of the team, providing administrative support to a financial advisor or a group of advisors and ensuring a positive client experience.

• Comprehensive 6-month training with an experienced peer mentor.
• Wide support network extending from your branch office to the region and home office.
• Opportunity to work independently while being backed by a large team.

• Deliver exceptional personalized service to clients.
• Take an active role in the annual business planning process, assisting in strategy development.
• Listen actively for client needs that indicate additional services.
• Drive marketing activities, including 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 client experience. Develop and maintain strong relationships with clients, referral sources, and internal support team members.
• Account Management: Learn and understand the financial services industry. Perform account opening, handle account transfers, and other requests under the advisor’s direction. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently under the advisor’s direction. Handle scheduling, prepare materials for client meetings, manage correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan strategically.
• Technology: Demonstrate strong computer literacy and willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• A culture of continuous improvement and professional development.
• An inclusive environment where every viewpoint is valued.
• A rewards program that promotes long-term career growth and well‑being.
• Full-time Associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, basic AD&D, 401(k) retirement plan, health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, and volunteerism day.
• Associates may be eligible for bonuses, profit sharing, and an Employee Assistance Program.

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.