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 typically two or three-person branch teams. 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 when they walk in the door.

You work to understand clients so well that you can anticipate their needs and help them achieve their most cherished financial goals.

Job Overview

Position

Schedule:

Full-Time

Branch Address: 275 East Little Avenue Suite A, Driggs,

This job posting is anticipated to remain open for 30 days, from 02-Feb-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 are proud to serve over nine million clients and value the unique experiences and professional backgrounds of our BOAs.

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.

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 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

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to help develop 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

• 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
• A rewards program recognizing individual efforts to promote a long-term career and well-being
• Full-time associates receive the following benefits: medical, dental, vision, life and disability insurance, 401k and other tax-advantaged accounts, paid holidays, vacation, sick time, personal days, and paid volunteer time. Bonuses and profit sharing may be available. All associates are eligible for the firm's Employee Assistance Program.

You'll be competitively compensated with a human-centered approach to client, colleague, and community impact. The hiring minimum and maximum ranges are a subset of the total pay range and include merit-based increases as you progress in the BOA role. Note the Hiring Minimum and Hiring Maximum below.

• Hiring Minimum: $21.38
• Hiring Maximum: $23.14

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. 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. Includes account opening, handling transfers, and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Work independently at the direction of the financial advisor. Handle scheduling, meeting materials, correspondence, and marketing support. Streamline processes by updating SOPs and executing 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.

Edward Jones recognizes associates' contributions and achievements. See our U.S. and Canadian awards and accolades on our Insights & Information pages.

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 and focus on serving clients. Our purpose is to…