Branch Office Administrator

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Base pay range: $26.00/hr - $27.00/hr

Position schedule:
Full-Time

Branch address: 7326 N Leavitt, Portland, OR

You are a critical member of a small client support team, working closely with a financial advisor to help clients identify and resolve their financial needs. Your role is the first point of contact for clients, whether by phone or in person.

As a Branch Office Administrator, you will provide administrative support to one or more financial advisors, ensuring a positive client experience, supporting client accounts, and facilitating communication across the team.

• Comprehensive 6‑month training with a peer mentor
• A wide support network extending from the branch to the home office
• Independent work with the backing of a large team of associates

• Deliver exceptional, personalized service via phone, email, and in‑person interactions
• Assist in the annual business planning process to develop strategies for the upcoming year
• Listen for client life events that may indicate a need for additional services
• Plan and execute marketing activities and events
• Manage client records, including account opening, transfers, and documentation
• Schedule appointments, prepare materials for meetings, and support marketing initiatives
• Update and streamline SOPs and execute the branch business plan strategically

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and teamwork
• Exceptional client service with the ability to resolve inquiries and maintain strong relationships
• Basic understanding of the financial services industry, including account handling and transaction processing
• Computer literacy and willingness to learn new technology such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software
• Strong ability to work independently while supporting a team

• Medical, dental, vision, and prescription drug coverage
• Short- and long-term disability, basic life, and basic AD&D at no cost to associates
• 401(k) retirement plan with employer match and various tax‑advantaged accounts
• Paid holidays, vacation, sick time, personal days, and a paid day for volunteerism
• Bonuses and profit sharing;
  Employee Assistance Program available to all associates
• Culture of continuous improvement, professional development, and inclusive environment

Minimum hourly pay: $26.10, Maximum hourly pay: $27.74. Merit‑based salary increases are available as you progress.

Edward Jones is a Fortune 500, privately‑owned firm dedicated to putting clients and associates first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we focus on partnership, positive impact, and community betterment.

We comply with all non‑discrimination laws and are an inclusive workplace that values individual contributions.