Branch Office Administrator

Position

Schedule:

Full‑Time

Branch Address: 720 River Dr S, Suite 300, Great Falls, MT

This job posting is anticipated to remain open for 30 days, from 02-Feb-2026. The posting may close early due to the volume of applicants.

Branch Office Administrators (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 contribute to our success through their unique experiences and professional backgrounds.

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
• You’ll often work independently but will have a team of thousands backing you every step of the way

• 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
• Providing exceptional service to clients via inbound and outbound calls, email, and in‑person interactions; responding to inquiries, resolving issues, and ensuring an exceptional experience
• Account management: learn and understand the financial services industry; handle account opening, handling account transfers and other requests; process account transactions, prepare documentation, and maintain accurate client records
• Administrative and operational support: work independently at the direction of the financial advisor; schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives; streamline processes by updating SOPs and executing on the branch business plan
• Technology: strong computer literacy and willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm‑provided software

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

Full‑time Associates receive the following benefits:

• Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits such as accident, hospital indemnity and critical illness, short‑ and long‑term disability, basic life and basic AD&D coverage. Short‑ and long‑term disability, basic life and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
  
  Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January  1 of each year, as well as sick time, personal days and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program.
• We recognize individual efforts through a rewards program that promotes a long‑term career, your financial security, and your family’s well‑being.

• Edward Jones believes in a human‑centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which include bonus opportunities based on branch and firm profitability, along with individual performance.
• The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit‑based salary increases as you progress in the BOA role.

Hiring Minimum: $21.38

Hiring…