Branch Office Administrator

Branch Office Administrator

Apply for the Branch Office Administrator role at Edward Jones.

$21.00/hr - $22.00/hr

You are a key frontline member assisting financial advisors and clients. Your responsibilities include client account support, administrative tasks, and service excellence. The BOA role supports a team of financial advisors, ensuring clients have an exceptional experience.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist financial advisors with account opening, transfers, and other client requests.
• Schedule appointments, prepare meeting materials, and manage correspondence.
• Support marketing initiatives and update SOPs.
• Maintain accurate client records and ensure compliance with firm policies.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration
• Experience in client service and administrative support preferred
• Strong computer literacy; proficiency with Salesforce, Money Guide, Microsoft Office

Full‑time associates receive a competitive compensation package, 401k retirement plan, health, dental, vision, short and long‑term disability, life insurance, and flexible spending accounts. Paid holidays and vacation are provided. Additional bonuses and profit sharing may be available.

The posting will remain open for 30 days. Applications are accepted online. Referrals increase your chances of interview.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, veteran status, pregnancy, or any other basis prohibited by applicable law.