Branch Office Administrator

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, we are very intentional in calling 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 – 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.

Full‑Time

Branch Address: 6050 Santo Road Suite 140, San Diego, CA

This job posting is anticipated to remain open for 30 days, from 13-Feb-2026. The posting may close early due to the volume of applicants.

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You will 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.

• 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
• Yourself often works independently but has a team of thousands backing you every step of the way

• 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
• Drive 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 of individual efforts through a rewards program that promotes a long‑term career, your financial security and you and your family’s well‑being
• Benefit details for full‑time associates:
  • Medical, prescription drug, dental, vision, voluntary benefits (including accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (at no cost)
  • 401(k) and tax‑advantaged accounts: health savings account and flexible spending account
  • Ten paid holidays, 15 days of vacation for new associates beginning on January 1 each year, sick time, personal days, and a paid day for volunteerism
  • Potential bonuses and profit sharing;
    Employee Assistance Program available to all associates

• Hiring Minimum: $26.10
• Hiring Maximum: $31.58
• Opportunity for merit‑based salary increases as you progress in the BOA role

• 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,…