Part Time Branch Office Administrator

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 called branch teams. In a Client Support Team Professional role, you are a critical member of the team along with the financial advisor. You are the first voice a client hears when they call and the first face they see when they walk in the door. Your most important responsibility is getting to know your clients so well that you can help them identify problems before they arise, and you and your financial advisor work together to help clients achieve their financial goals.

Position Schedule: Part-Time

Branch Address: 1 Civic Center Dr Ste 264, San Marcos, CA

This job posting is anticipated to remain open for 30 days, from 21-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’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is an opportunity to grow your career in a dynamic environment.

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

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Actively participate in the annual business planning process to develop strategies for the upcoming year
• Listen for situations in clients’ lives that may indicate a need for additional services
• Support marketing activities, including planning and executing events
• Assist with client accounts, communication, and overall client experience

• A culture of continuous improvement and professional development
• An inclusive environment where diverse viewpoints are valued
• Recognition through a rewards program that supports long-term career and financial well-being
• Part-time benefits for eligible associates, including health, retirement, and voluntary benefits

• Hiring Minimum: $26.10
• Hiring Maximum: $31.58
• There is potential for merit-based salary increases as you progress in the BOA role

Note:

Qualified applicants with arrest or conviction records will be considered in accordance with applicable law. Edward Jones complies with Fair Chance laws and performs background reviews as appropriate.

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

• Client Service:
  Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions. Build and maintain relationships with clients, referral sources, and internal team members.
• Account Management:
  Learn and understand the financial services industry. Handle account openings, transfers, and other requests as directed by the advisor. Process transactions and maintain accurate client records.
• Administrative & Operational Support:
  Work independently under the direction of the advisor. Schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives. Help update SOPs and execute the branch business plan.
• Technology:
  Proficient computer skills with a willingness to learn new tools (e.g., Money Guide, Salesforce, Microsoft Office, and firm software).

Awards & Accolades

Edward Jones is committed to an inclusive workplace. Learn about our awards and accolades and our purpose, inclusion and citizenship reporting on our site.

About Us

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 held and focused on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients, colleagues, and communities. We are an innovative, flexible, and inclusive organization that values performance excellence and belonging.

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.