Branch Office Administrator

Job Overview

If you find yourself looking for a fulfilling career
, 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. We’re proud to serve over nine million clients. 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.

We value different viewpoints to help achieve results.

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.

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

• 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 to the home office
• Independent work with the backing of a team of thousands at every step

• 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

• 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.
• Recognition through 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 (medical, prescriptions, dental, vision, voluntary benefits, disability, life, AD&D, 401(k), and more).

Hiring minimum: $21.38 per hour. Hiring maximum: $22.71 per hour. Opportunity for merit‑based salary increases and discretionary compensation based on performance.

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

• Client service:
  Provide exceptional service 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 team members.
• Account management:
  Handle account opening, transfers, and other requests. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & operational support:
  Work independently handling scheduling, client meeting materials, correspondence, marketing initiatives, streamline processes, update SOPs, and execute branch business plan.
• Technology:
  Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

Edward Jones is a Fortune 500® company where people come first. With over 9 million clients and 20 000 financial advisors across the U.S. and Canada, we are proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues and better our communities and society.

We are innovative, flexible, and inclusive, attracting, developing, and inspiring performance excellence and a sense of belonging.
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 law.

Check out our U.S. awards and accolades:
Insights & Information Blog Postings about Edward Jones. Check out our Canadian awards and accolades:
Insights & Information Blog Postings about Edward Jones.