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 called branch teams. In a Client Support Team Professional role, you are a critical member of that 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.

You have many responsibilities, but the most important is getting to know your clients so well that you help them identify their problems and anticipate needs. You and your financial advisor are essential in helping clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 739 Clark Street, Medford, WI

This job posting is anticipated to remain open for 30 days, from 04-Feb-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 opportunity to grow your career in a dynamic environment.

We’ll provide support every step of the way, including:

• Comprehensive 6-month training with an experienced peer mentor
• A wide support network spanning the branch, region, and home office
• Independently focused work with a large backing team

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in annual business planning to develop strategies for the upcoming year
• Actively listen for situations in clients’ lives that may indicate a need for additional services
• Assist with driving marketing activities, such as planning and executing events

• A culture of continuous improvement and professional development that respects individual contributions
• An inclusive environment where diverse viewpoints are valued and help achieve results
• A rewards program recognizing individual efforts and supporting long-term career, financial security, and well-being
• Full-time associates receive a comprehensive benefits package (medical, dental, vision, life, disability, 401(k), accounts, holidays, vacation, sick time, and volunteer days). Details are provided in the benefits information page.

• Competitive compensation with a human-centered approach to client, colleagues, and community impact
• Discretionary and variable compensation programs, including bonuses based on branch and firm profitability and individual performance
• Hiring minimum: $21.38;
  Hiring maximum: $23.14

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

• Client Service:
  Provide exceptional service via inbound/outbound calls, email, and in-person interactions. Build and maintain strong client relationships.
• Account Management:
  Learn the financial services industry; handle account openings, transfers, and other requests under the advisor’s direction; process transactions and maintain client records.
• Administrative & Operational Support:
  Work independently under the advisor’s direction; handle scheduling, meeting materials, communications, marketing support; update SOPs and support the branch business plan.
• Technology:
  Proficient computer skills with willingness to learn Money Guide, Salesforce, Microsoft Office, and other firm software.

Awards & Accolades

Edward Jones recognizes associates and highlights contributions through various awards. See our awards pages for U.S. and Canadian recognitions.

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 shareholder returns. Our purpose is to partner for positive impact to improve the lives of clients and colleagues and better our communities. We are committed to inclusion, belonging, and performance excellence.

View our Purpose, Inclusion and Citizenship Report. 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.