Branch Office Administrator

Job Overview

Branch Office Administrator (BOA) – Full‑Time

Position

Schedule:

Full-Time

Branch Address: 1908 West Avenue H, Temple, TX

This posting will remain open for 30 days from 29-Dec‑2025. It may close early if a large volume of applicants is received.

As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to our clients and financial advisors. You will handle administrative tasks, keep client records accurate, and support the advisor’s business plan.

• Comprehensive 6‑month training, including an experienced peer mentor
• A wide support network that extends from your branch office to your region and the home office
• Opportunities to work independently with the backing of a large team

• 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 that respects individual contributions
• An inclusive environment where everyone’s unique viewpoints are valued
• Recognition through a rewards program that promotes long‑term career growth and financial security
• Surprisingly robust benefits including medical, dental, vision, insurance options, 401(k), health savings account, flexible spending account, and paid time off

Hiring Minimum: $21.38 Hiring Maximum: $22.71 (includes potential merit‑based increases)

• 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. Resolve inquiries and issues, ensuring an outstanding experience and building strong relationships.
• Account Management:
  Learn and understand the financial services industry. Handle account opening, transfers, and other requests under the financial advisor’s direction. Process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Work independently with the financial advisor’s direction. Schedule appointments, prepare client meeting materials, manage correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan strategically.
• Technology:
  Strong computer literacy and willingness to learn new technology and programs such as Money Guide, Salesforce, and Microsoft Office products.

Edward Jones is a Fortune 500 company that prides itself on placing people first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we serve as a privately‑owned firm that focuses on client success. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities.

Entry level

Full‑time

Administrative

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