Branch Office Administrator

Job Overview

The Branch Office Administrator (BOA) role supports financial advisors and their teams by providing comprehensive administrative assistance. BOAs help clients achieve long‑term financial goals through seamless support and service.

Schedule:

Full‑time

Branch address: 100 Ridge Road, Suite 23, Chadds Ford, PA

Job posting will remain open for 30 days, from 20-Feb-2026, but may close early based on applicant volume.

As a BOA, you’ll be a vital part of our client support team. Your responsibilities include maintaining client accounts, facilitating communication, and ensuring a positive experience for every client.

• Comprehensive six‑month training with a peer mentor.
• A wide support network from the branch to the region and home office.
• Independent work with the backing of a large, collaborative team.

• Deliver exceptional personalized service via calls, email, and in‑person interactions; resolve inquiries and issues.
• Assist in annual business planning and strategy development.
• Listen for opportunities to recommend additional services to clients.
• Plan and execute marketing events and activities.
• Maintain accurate client records and documentation.
• Support account opening, transfers, and other transactions under advisor direction.
• Handle scheduling, meeting preparation, correspondence, and marketing initiatives.
• Update SOPs and implement branch business plans.
• Use technology tools such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

Hiring minimum: $26.10 per hour
Hiring maximum: $28.26 per hour

• Medical, prescription drug, dental, vision, and voluntary benefits.
• Short‑ and long‑term disability, basic life, and AD&D coverage at no cost.
• 401(k) retirement plan with matching.
• Health savings and flexible spending accounts.
• 10 paid holidays, 15 days vacation for new associates, and additional personal and sick leave.
• Potential bonuses and profit sharing, 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 law.