Part Time Branch Office Administrator

Overview

This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you are looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long‑term financial goals. The primary role is to provide administrative support to a financial advisor or a team of multiple advisors. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

• Comprehensive 6‑month training including an experienced peer mentor
• A wide support network that extends from your branch office to your region and the home office
• Independent work with a large team backing you at every step

• 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 listening for situations in the clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

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

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Learn and understand the financial services industry. Handle account opening, transfers and other requests under the financial advisor’s direction. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently under the advisor’s direction. Schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, streamline processes with updating SOPs, and execute the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm‑provided software.

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• Rewards program that promotes a long‑term career, financial security and well‑being for you and your family
• Part‑time associates who work an average of at least 30 hours a week over a 12‑month measurement period are eligible for:
  • Medical and prescription drug coverage
  • Health Savings Account and Flexible Spending Account
  • Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
  • Well‑being programs (such as the Employee Assistance Program)
  • Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• In locations that require accruals of paid sick leave and paid time off, part‑time associates are eligible for those benefits based on their hours worked and consistent with applicable law

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.