Branch Office Administrator

Overview

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, field associates are called branch teams. In a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door.

You work to know your clients so well that you can help them identify their problems before they arise, and you and your financial advisor are essential in helping clients reach their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 7435 N. Oracle Road, Oro Valley, AZ

This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants.

As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. BOAs team up with financial advisors to help clients achieve their long-term financial goals.

The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We are proud to serve over nine million clients and value diverse perspectives.

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

• Comprehensive 6-month training including an experienced peer to mentor you
• A wide support network that extends from your branch office to your region to the home office
• Independent work with a backing team of thousands

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in clients’ lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events
• Support client accounts, facilitate communication, and ensure a positive client experience
• Assist with account opening, transfers, documentation, and maintaining accurate client records
• Perform administrative tasks, scheduling, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives
• Streamline processes by updating SOPs and contributing to branch business planning

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

• Client Service:
  Provide exceptional service via inbound/outbound calls, email, and in-person interactions. Develop and maintain strong client relationships and support the internal client support team.
• Account Management:
  Learn the financial services industry, manage account openings, transfers, requests, and maintain accurate client records under advisor direction.
• Administrative & Operational Support:
  Work independently under the advisor’s direction, handle scheduling, meeting materials, correspondence, and marketing support; update SOPs and support branch business planning.
• Technology:
  Proficient computer literacy with willingness to learn Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

• Competitive compensation with a human-centered approach to positively impact clients, colleagues, and communities
• Disposition to share success with associates through discretionary and variable compensation programs, including bonuses based on branch and firm profitability and individual performance
• Hiring Minimum: $21.38 per hour;
  Hiring Maximum: $23.14 per hour
• Full-time benefits include medical/dental/vision, voluntary benefits, disability, life insurance, 401(k), HSA/FSA, paid holidays, vacation, sick time, personal days, volunteer day, bonuses and profit sharing eligibility, and Employee Assistance Program

Edward Jones recognizes associates’ contributions and highlights awards and accolades in U.S. and Canada. See our Awards & Accolades pages for details.

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients. Our purpose is to partner for positive impact to improve lives and communities. We value inclusion, performance, and belonging. We are committed to non-discrimination in eligibility and employment.