Part Time 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, our field associates are branch teams, typically two or three people. In a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are often the first voice a client hears on the phone and the first face they see in the branch.

Your most important responsibility is getting to know your clients so well that you can anticipate their needs and help them achieve their financial goals with your financial advisor.

Position

Schedule:

Part-Time

Branch Address: 424 29th St Ne Suite I, Puyallup, WA

This job posting is anticipated to remain open for 30 days, from 20-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 support client accounts, facilitate communication, and help ensure a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. The BOA role involves administrative support to a financial advisor or a team of multiple financial advisors.

• Comprehensive 6-month training including an experienced peer to mentor you
• A wide support network extending from your branch office to your region and the home office
• Independent work with a team backing you every step of the way

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take 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
• Support marketing activities, including planning and executing events
• Provide administrative support such as scheduling, preparing materials for client meetings, managing correspondence, and supporting branch initiatives

• A culture of continuous improvement and professional development that respects individuals and their contributions
• An inclusive environment where diverse viewpoints are valued and help achieve results
• Recognition of individual efforts through rewards that promote long-term career and financial well-being
• Part-time associates may be eligible for benefits based on hours worked, including medical coverage, HSA/FSAs, voluntary benefits, well-being programs, and retirement plans (based on hours of service)

• Medical and prescription drug coverage
• Health Savings Account and Flexible Spending Account
• Voluntary benefits (e.g., accident, hospital indemnity, critical illness)
• Well-being programs (e.g., Employee Assistance Program)
• Retirement Plan (based on hours of service, per plan year)

• Hiring Minimum: $26.10
• Hiring Maximum: $28.26
• Additional merit-based salary increases as you progress in the BOA role

What skills would make you a successful BOA?

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

• Role Requirements
  :
  • Client Service:
    Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal team members.
  • Account Management:
    Learn and understand the financial services industry. Include account openings, transfers, and other requests under the direction of the financial advisor. Process transactions and maintain client records.
  • Administrative & Operational Support:
    Work independently at the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, and help update SOPs and branch plans.
  • Technology:
    Proficiency with computers and willingness to learn firm-provided software such as Money Guide, Salesforce, and Microsoft Office.

Edward Jones is proud of our associates' contributions and recognitions. We invite you to explore our awards and accolades for the U.S. and Canada.

Join a financial services firm where your contributions are valued. 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 rather than shareholders. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to 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 a strong place to start or grow your career. We invite you to view our Purpose,…