Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 15-Jun-2026. The posting may close early due to the volume of applicants.

Edward Jones is a Fortune 500 company that values its people and clients alike. We partner for positive impact to improve the lives of our clients, colleagues, and communities.

The Branch Office Administrator (BOA) works closely with financial advisors to provide administrative support, ensuring seamless client service and positive client experience. The BOA plays a key role in account management, communication, and supporting the advisor’s business planning and marketing initiatives.

• Deliver exceptional personalized service to clients via inbound/outbound calls, email, and in‑person interactions.
• Actively listen for situations in clients’ lives that may indicate a need for additional services.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Drive marketing activities such as planning and executing events.
• Provide administrative support including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating SOPs and strategically executing the branch business plan.

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

• Exceptional client service skills and ability to build strong relationships with clients, referral sources, and internal support staff.
• Basic knowledge of the financial services industry and ability to learn account opening, account transfers, and other transaction processes.
• Strong ability to work independently at the direction of the financial advisor.
• Computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Competitive base salary with opportunities for bonus based on branch and firm profitability.
• Discretionary and variable compensation programs, including merit‑based salary increases.

• Medical, prescription drug, dental, vision coverage; voluntary benefits such as accident, hospital indemnity, and critical illness.
• Short‑term and long‑term disability; basic life and basic AD&D at no cost to associates.
• 401(k) retirement plan with employer contributions; tax‑advantaged accounts: health savings and flexible spending accounts.
• 10 paid holidays, 15 days of vacation for new associates starting January 1 of each year, sick time, personal days, and a paid day for volunteerism.
• Employee Assistance Program and rewards program promoting long‑term career development and financial security.

• Culture of continuous improvement and professional development.
• Inclusive environment that values different viewpoints and encourages collaborative problem‑solving.
• Recognition of individual efforts through a rewards program that supports associates' well‑being and families.

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. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30..