Branch Office Administrator

Job Overview

This Branch Office Administrator (BOA) role is an integral part of a team that supports financial advisors in helping clients achieve long‑term financial goals. The position is full‑time and located at 1 Conti Circle Suite 2, Barre, VT. The posting remains open for 30 days from 09‑Feb‑2026, and may close early depending on the volume of applicants.

What skills would make you a successful BOA?

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

• Client Service:
  Provide exceptional service via inbound and outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account Management:
  Learn and understand the financial services industry; handle account opening, transfers, and other requests; process transactions and maintain accurate client records.
• Administrative & Operational Support:
  Work independently at the direction of the financial advisor; schedule appointments, prepare materials, manage correspondence, support marketing initiatives, and streamline processes.
• Technology:
  Strong computer literacy; willingness to learn new technology such as Money Guide, Salesforce, Microsoft Office, and firm‑provided software.

As a BOA, you will provide seamless support to client accounts, facilitate communication, and contribute to a positive client experience. This role offers a dynamic environment to grow your career.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive 6‑month training with a mentor
• A wide support network spanning your branch, region, and home office
• Opportunity to work independently with a supportive team of thousands

• Deliver exceptional personalized service to clients
• Take an active role in the annual business planning process to develop strategies
• Listen actively for opportunities to offer additional services
• Drive marketing activities such as events planning and execution

Full‑time associates receive a comprehensive benefits package that includes medical, prescription drug, dental, vision, voluntary benefits, disability coverage, life insurance, and employee assistance. We offer a 401(k) plan, health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing.

Hiring minimum: $22.50 per hour

Hiring maximum: $24.36 per hour

Edward Jones is a Fortune 500 company that values its associates and clients. We are privately owned and focus on client service. Our purpose is to partner for positive impact and improve lives.

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.