Branch Office Administrator

Job posted for 30 days starting 01-Jun-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’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.

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.

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 mentorship from an experienced peer.
• A wide support network from your branch office to your region to the home office.
• Independent work with the backing of thousands of colleagues across the firm.

• 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.

• 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. Handle account opening, 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 under the direction of the financial advisor. Manage scheduling, prepare materials for client meetings, handle correspondence, support marketing initiatives, streamline processes with updated SOPs, and execute the branch business plan strategically.
• 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.

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.

• A culture of continuous improvement and professional development that respects individuals and their unique contributions.
• An inclusive environment where everyone’s different viewpoints are valued and help achieve results.
• Individual 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, vision, voluntary benefits (accident, hospital…