Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 17-May-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. 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 proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll 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
• You’ll often work independently but will have 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
• 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
• Learn and understand the financial services industry; handle account opening, transfers, and other requests at the direction of the financial advisor; process account transactions, prepare documentation, and maintain accurate client records
• Work independently on administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives; streamline processes with updated SOPs and strategically execute on the branch business plan
• Demonstrate 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

• 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. Handle 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, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm‑provided software.

• 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
• We recognize individual efforts through a rewards program that promotes a long‑term career, your financial…