Branch Office Administrator

Job Overview

Position

Schedule:

Full-Time.

Branch Address: 150 Main Street Suite 1, Fort Lupton, CO.

This job posting is anticipated to remain open for 30 days, from 14-Jan-2026. The posting may close early due to the volume of applicants.

If you find yourself 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 of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients.

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. We value different viewpoints to help achieve results.

As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to our clients. You’ll 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.

• Provide comprehensive 6‑month training including an experienced peer to help mentor you.
• A wide support network that extends from your branch office to your region to the home office.
• You’ll often work independently but will have a team of thousands backing you every step of the way.
• 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.
• 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:
  Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes by updating SOPs and strategically execute on 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.

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

Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account.

Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $23.85
Hiring Maximum: $25.82