Branch Office Administrator

Job Overview

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’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients and financial advisors. 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
• 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

• 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, including account opening, handling account transfers and other requests at the direction of the financial advisor, processing account transactions, preparing documentation, and maintaining accurate client records.
• Administrative & Operational Support
  :
  Work independently at the direction of the financial advisor; handle scheduling, prepare materials for client meetings, manage correspondence, support marketing initiatives, streamline processes with SOP updates, and execute on the branch business plan.
• Technology
  :
  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.

• A culture of continuous improvement and professional development reflecting respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help achieve results
• Recognition through a rewards program that promotes a long‑term career, financial security, and well‑being for you and your family
• Full‑time Associates receive the following benefits:
  • Medical, prescription drug, dental, and vision coverage
  • Voluntary benefits (accident, hospital indemnity, critical illness)
  • Short‑term and long‑term disability, basic life, and basic AD&D at no cost
  • 401(k) retirement plan and tax‑advantaged accounts: HSA, FSA
  • Ten paid holidays and 15 days of vacation for new associates starting January 1 each year, plus sick time, personal days, and a paid day for volunteerism
  • Eligibility for bonuses, profit sharing, and Employee Assistance Program
• Competitive compensation with bonus opportunities based on branch and firm profitability, as well as individual performance. Merit‑based salary increases are available as you progress in the BOA role.

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 applicable law.