Branch Office Administrator

Overview

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

Edward Jones is a Fortune 500 company that values people and client service. With over nine million clients and 20,000 financial advisors across the U.S. and Canada, we are privately owned and focused on our clients. We partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. We strive to be innovative, flexible, and inclusive, attracting, developing, and inspiring 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.

1 Fortune 500, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to clients. You’ll help with client accounts, facilitate communication, and ensure a positive client experience. This is a great opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need, including:

• Comprehensive 6-month training with an experienced mentor
• A wide support network from your branch to your region and the home office
• Opportunities to work independently with thousands of colleagues backing you

Can you see yourself…

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in annual business planning to develop strategies for the upcoming year
• Listening for situations in clients’ lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

• Analytical thinking
• Attention to detail
• Adaptability
• 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. 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 under the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Update SOPs and contribute to executing the branch business plan.
• Technology: Computer literate with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

Edward Jones is building a place where everyone belongs. We are proud of our associates’ contributions and the recognitions we have received.

Check out our U.S. awards and accolades and our Canadian awards and accolades on our site.

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.

• A culture of continuous improvement and professional development valuing individuals and their unique contributions
• An inclusive environment where diverse viewpoints help achieve results
• A rewards program recognizing individual efforts toward a long-term career, financial security, and well-being
• Full-time associates receive a benefits package including medical, dental, vision, disability, life insurance, a 401k plan, health savings accounts, flexible spending accounts, paid holidays, vacation, sick time, and personal days. Details are provided on the benefits page.

You'll be competitively compensated…

• A human-centered approach to positively impact clients, colleagues, and communities
• A privately held firm with discretionary and variable compensation programs, including bonuses based on branch and firm profitability and individual performance
• A note that pay ranges are a subset of the total range with merit-based increases as you progress in the BOA role

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