Branch Office Administrator

Branch Office Administrator – Edward Jones

Location: Bellevue, WA (989 112th Ave Ne Suite 101)

Employment type: Full-time

Seniority level: Associate

Job function: General Business, Administrative, and Customer Service

Base pay range: $28.00/hr - $33.00/hr

Posting date: 11-Dec-2025 (anticipated open for 30 days)

As a Branch Office Administrator (BOA), you will partner with financial advisors to support clients in achieving long‑term financial goals. Your primary role is to provide administrative support to a financial advisor or a team of advisors.

You will serve as the first point of contact for clients—overseeing inbound and outbound calls, emails, and in‑person interactions—while ensuring exceptional client experience.

• Administer client meetings, scheduling appointments, and preparing materials for advisory sessions.
• Process account transactions, open accounts, handle transfers and other requests directed by the financial advisor.
• Maintain accurate client records and documentation.
• Respond to client inquiries, resolve issues, and provide exceptional service.
• Support marketing activities such as planning and executing events.
• Assist the financial advisor in the annual business planning process by identifying client needs and opportunities.
• Update SOPs and execute the branch business plan.
• Work independently while leveraging the support of the branch, regional, and corporate teams.

• Strong client service skills with the ability to manage inbound/outbound calls, emails, and in‑person interactions.
• Ability to learn and understand the financial services industry and adapt to changing processes.
• Excellent attention to detail and organizational abilities.
• Computer literacy and willingness to learn new technology (e.g. Money Guide, Salesforce, Microsoft Office, firm‑provided software).
• Team collaboration and effective communication skills.
• Adaptability and proactive attitude.

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

Full‑time Associates receive a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, and AD&D coverage (no cost to associates). Other benefits include a 401(k) plan, health savings and flexible‑spending accounts, paid holidays, vacation, sick time, personal days, and a paid day for volunteer service. Associates may be eligible for profit sharing, bonuses, and the 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.