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
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At Edward Jones, we are intentional in how we describe our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door.

You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems – you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Position

Schedule:

Full-Time

Branch Address: 1606 Golden Aspen Dr Suite 104, Ames, IA

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

• As a Branch Office Administrator (BOA), provide administrative support to a financial advisor or a team of multiple financial advisors, and support client accounts, facilitate communication, and ensure a positive client experience.
• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in the clients’ lives that may indicate a need for additional services.
• Support marketing activities such as planning and executing events.

• Comprehensive 6-month training including an experienced peer mentor.
• A wide support network extending from your branch office to your region to the home office.
• Independence in work with a team of thousands backing you.

• A culture of continuous improvement and professional development, with a respect for individuals and their contributions.
• An inclusive environment where diverse viewpoints are valued and help achieve results.
• Recognition through a rewards program that supports long-term career, financial security, and well-being for you and your family.
• Full-time Associates receive benefits including medical and prescription drug, dental, vision, voluntary benefits, disability, life, AD&D, 401(k), health savings accounts, flexible spending accounts, paid holidays, vacation, sick time, personal days, volunteer day, potential bonuses and profit sharing, and access to the Employee Assistance Program. Details are available on the benefits page.

• Edward Jones emphasizes a human-centered approach and offers bonus opportunities based on branch and firm profitability and individual performance.
• The posted hiring minimum and maximum range is a subset of the total pay range, with merit-based increases as you progress in the BOA role.
• Hiring Minimum: $21.38
• Hiring Maximum: $23.14

• What skills would make you a successful BOA? 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:
  Learn and understand the financial services industry. Include 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:
  Work independently at the direction of the financial advisor. Handle scheduling, materials for client meetings, correspondence, supporting marketing initiatives, and updating SOPs to align with the branch business plan.
• Technology:
  Strong computer literacy with willingness to learn new technology and programs such…