Branch Office Administrator

At Edward Jones, we build deep, personal relationships with our clients, and our Branch Office Administrators (BOAs) play a vital role in delivering that experience. As a BOA, you will partner closely with a Financial Advisor to help clients achieve their long-term financial goals by delivering exceptional service, operational support, and a welcoming branch environment. This is a client-facing, full-time role that combines administrative excellence, relationship-building, and business support—all within a collaborative and mission-driven office.

At Edward Jones, we build deep, personal relationships with our clients, and our Branch Office Administrators (BOAs) play a vital role in delivering that experience. As a BOA, you will partner closely with a Financial Advisor to help clients achieve their long-term financial goals by delivering exceptional service, operational support, and a welcoming branch environment. This is a client-facing, full-time role that combines administrative excellence, relationship-building, and business support—all within a collaborative and mission-driven office.

• Deliver personalized, high-quality service to clients in person, over the phone, and via email
• Support the financial advisor in managing and growing the practice
• Schedule appointments, prepare for client meetings, and manage follow-ups
• Process client transactions and maintain accurate records in compliance with firm policies
• Organize and maintain client files and operational systems
• Proactively identify opportunities to improve the client experience and branch efficiency
• Assist with marketing activities, client events, and community engagement efforts
• Maintain a professional and welcoming office environment

• High school diploma or equivalent (associate's or bachelor's degree preferred)
• 1-3+ years of experience in customer service, administrative support, or a related role
• Strong interpersonal and communication skills
• Exceptional organizational skills with strong attention to detail
• Ability to prioritize tasks, manage time effectively, and meet deadlines
• High level of professionalism, integrity, and discretion
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to work independently while contributing to a team environment

• Experience in financial services, banking, or insurance
• Familiarity with CRM systems or client databases
• Securities Industry Essentials (SIE) or willingness to obtain industry licenses (Series 7 & 66)
• Proven track record of building strong client relationships

• Client-first mindset with a passion for service excellence
• Strong problem-solving and critical-thinking abilities
• Attention to detail and commitment to accuracy
• Adaptability and willingness to learn new systems and processes
• Positive attitude and team-oriented approach

• Meaningful work helping clients achieve financial goals
• Strong culture of support, collaboration, and professional development
• Opportunities for training, licensing, and career advancement
• Competitive compensation and benefits package
• Stable, values-driven firm with a long-term perspective

• Full-time, in-office position
• Professional setting with frequent client interaction
• Small team environment with close collaboration with a Financial Advisor

Submit your resume and a brief cover letter outlining your experience and interest in the role. We are looking for individuals who are passionate about client service and eager to grow within a respected financial services firm.