Branch Office Administrator

Overview

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, field associates are part of branch teams. In a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are often the first voice a client hears when they call or the first face they see when they walk in.

Your goal is to get to know clients so well that you help identify their problems and, together with the financial advisor, help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 1333 N California Blvd Ste 540, Walnut Creek, CA

This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants.

As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients. You will support client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment.

We provide support at every step with:

• Comprehensive 6-month training with an experienced mentor
• A wide support network that extends from your branch to regional and home office
• Independently driven work with a large team backing you

You can expect:

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Actively participating in annual business planning to support strategies for the upcoming year
• Listening for situations in clients’ lives that may indicate a need for additional services
• Participating in marketing activities, including planning and executing events

• A culture of continuous improvement and professional development that respects individual contributions
• An inclusive environment where diverse viewpoints are valued
• A rewards program supporting a long-term career, financial security, and well-being
• Full-time associates receive a comprehensive benefits package including medical, dental, vision, disability, life insurance, and more; 401(k) with matching; health savings and flexible spending accounts; holidays and vacation; sick time and personal days; volunteer pay; and potential bonuses.

Note:

Benefits information is subject to change. For details, please visit Edward Jones’ benefits page.

You’ll be competitively compensated with a human-centered approach to positively impact clients, colleagues, and communities. Edward Jones is privately held and may offer bonus opportunities based on branch and firm profitability, as well as individual performance. The salary range shown is a subset of the total pay range and may be adjusted with merit increases as you progress in the BOA role.

Skills that help you succeed

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

Role Requirements

• Client Service:
  Provide exceptional service via inbound/outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and build strong client relationships.
• Account Management:
  Learn and understand the financial industry; manage account openings, transfers, and other requests as directed by the advisor; maintain accurate client records.
• Administrative & Operational Support:
  Work independently under the advisor’s direction; handle scheduling, meeting preparation, correspondence, and marketing support; help update SOPs and support the branch business plan.
• Technology:
  Proficient computer skills with willingness to learn tools such as Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

Edward Jones values and recognizes associates’ contributions and our recognitions. See our awards and accolades pages for examples of our recognition programs.

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 privately owned and focused on serving clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. We are an inclusive organization that values 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.