Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 11-Jun-2026. The posting may close early due to the volume of applicants.

We are seeking a Branch Office Administrator (BOA) to provide administrative support to financial advisors, clients, and the team, ensuring smooth operations and positive client experience.

The BOA works closely with financial advisors and the client support team to facilitate client account management, communication, and marketing activities. The position plays an essential role in supporting clients' long‑term financial goals and the firm's ongoing success.

• Client Service:
  Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and maintain strong client relationships.
• Account Management:
  Learn and understand the financial services industry, process account transactions, handle account openings and transfers, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Work independently under the direction of the financial advisor to schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Technology:
  Demonstrate strong computer literacy, learning new tools such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

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

• A culture of continuous improvement and professional development that respects individuals and values diverse viewpoints.
• An inclusive environment where all contributions are recognized and rewarded through a rewards program.
• Full‑time associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, disability, life, AD&D, 401(k), health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, volunteerism time, potential bonuses, profit sharing, and employee assistance program.

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.