Branch Office Administrator: Client Services & Admin Support

This job posting is anticipated to remain open for 30 days, from 21-May-2026. The posting may close early due to the volume of applicants.

The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

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.

• Comprehensive 6-month training, including an experienced peer mentor
• A wide support network that extends from your branch office to your region to the home office
• Independent work with thousands backing you every step of the way

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listening for situations in the clients' lives that may indicate a need for additional services
• 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 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: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updating SOPs and strategically execute on 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 a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• Individual efforts recognized through a rewards program that promotes a long-term career, financial security and the well-being of you and your family

• Part-time associates working at least 30 hours a week over a 12-month period are eligible for:
  • Medical and prescription drug coverage
  • Health Savings Account and Flexible Spending Account
  • Voluntary benefits such as accident, hospital indemnity, and critical illness
  • Well-being programs such as the Employee Assistance Program
  • Retirement Plan (if compensated for 1,000 hours of service during the plan year)
  • Paid sick leave and paid time off based on hours worked and applicable law

• Human-centered approach to partnership; discretionary and variable compensation programs including bonus opportunities based on branch and firm profitability and individual performance
• Hiring minimum and maximum range shown below is a subset of the total pay range, with opportunity for merit-based salary increases as you progress in the BOA role

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.