Branch Office Administrator

Branch Office Administrator

Employment Type: Full-Time

Seniority Level: Associate

Pay Range:

 $30.60 – $36.34 per hourActual compensation will be based on skills and experience.

Are you a relationship builder, problem solver, or critical thinker? If so, Edward Jones wants you on our team. As a Branch Office Administrator (BOA), you'll play a critical role in supporting your financial advisor, clients, and office operations.

About the Role:

BOAs are essential members of the Edward Jones branch team. In most branches, teams are made up of two to three people, including the financial advisor and the BOA. You are the first voice a client hears and the first face they see—delivering exceptional client experiences and anticipating needs before they arise.

You will:

• Provide top-tier administrative and operational support
• Build trusted client relationships
• Drive marketing activities and business planning support
• Represent Edward Jones’ values of service and excellence

Key Responsibilities:

• Client Service
  Deliver exceptional service via phone, email, and in person
• Resolve client inquiries and proactively identify needs
• Support financial advisor in strengthening client relationships
• Account Management
  Learn financial service systems and tools
• Handle account opening, transfers, transactions, and documentation
• Maintain accurate and up-to-date client records
• Administrative & Operational Support
  Independently manage scheduling, meeting prep, correspondence, and marketing
• Support annual business planning and branch goals
• Update SOPs and improve workflow processes
• Technology
  Use platforms like MoneyGuide, Salesforce, and Microsoft Office
• Adapt quickly to new systems and digital tools

What You Can Expect:

• 6-month comprehensive training with peer mentorship
• Wide support network from branch, regional, and home office teams
• Independent work environment backed by thousands of team members
• Career growth through professional development and a culture of continuous improvement
• Inclusive workplace that values diverse perspectives
• Recognition and rewards through bonus and merit-based compensation

Skills & Traits for Success:

• Strong analytical and critical thinking
• High attention to detail
• Adaptability and comfort with change
• Strong communication and conversational skills
• Collaborative team mindset
• Comfort using technology and learning new tools

About Edward Jones

Edward Jones is a Fortune 500 financial services firm serving over 9 million clients with 20,000+ financial advisors in the U.S. and Canada. As a privately-owned company, we prioritize our clients and our peoplenot shareholders.

Our Purpose:

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

We offer a flexible, inclusive environment and value personal contributions, development, and belonging.

View our Purpose, Inclusion, and Citizenship Report

Equal Opportunity Employer

Edward Jones is committed to diversity and inclusion and does not discriminate on the basis of race, color, religion, gender, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected status.