Branch Office Administrator

Role Summary

As a Branch Office Administrator, you will be a vital part of the team, providing seamless support to clients and financial advisors by managing client accounts, facilitating communication, and ensuring a positive client experience.

• Comprehensive 6‑month training with an experienced peer mentor.
• A wide support network from branch office to region and home office.
• Independent work with a team of thousands backing you.

• Delivering exceptional personalized service to clients.
• Taking an active role in the annual business planning process.
• Listening to client situations that indicate additional service needs.
• Driving 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 via inbound/outbound calls, email, and in‑person interactions; resolve inquiries and maintain relationships.
• Account Management
  :
  Learn and understand the financial services industry; handle account opening, transfers, and transactions; maintain accurate records.
• Administrative & Operational Support
  :
  Work independently; schedule appointments, prepare materials, manage correspondence, support marketing initiatives, streamline processes, and execute the branch business plan.
• Technology
  :
  Strong computer literacy; willingness to learn Money Guide, Salesforce, Microsoft Office, and other firm software.

• Medical, prescription drug, dental, and vision coverage; voluntary benefits (accident, hospital indemnity, critical illness); short‑ and long‑term disability; basic life and AD&D at no cost.
• 401(k) retirement plan; health savings account; flexible spending account.
• 10 paid holidays; 15 days of vacation for new associates starting January 1; sick time, personal days, and a paid day for volunteerism.
• Bonuses and profit sharing based on branch and firm profitability and individual performance; merit‑based salary increases possible.
• 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.