Branch Office Administrator

There's power in partnership.

You're the kind of person who loves solving problems and building relationships - and that's exactly what makes you essential to our branch teams. As a Branch Office Administrator at Edward Jones, you'll be the first voice clients hear and the trusted resource they rely on. We'll give you the tools, training, and support to make a meaningful impact every day – on your clients, your team, and your future.

Position

Schedule:

Full-Time
Branch Address: 600 N Broadway Avenue, Suite 305, Bartow, FL
This posting is anticipated to remain open for 30 days, from 06-Mar-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.

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.

• Comprehensive 6‑month training including an experienced peer to 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 have a team of thousands backing you every step of the way

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

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone's different viewpoints are valued and help to achieve results
• We recognize individual efforts through a rewards program that promotes a long‑term career, your financial security, and you and your family's well‑being
• Full‑time Associates receive the following benefits:
  • Medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage (the latter provided at no cost to associates)
  • 401(k) retirement plan and tax‑advantaged accounts (HSAs, FSAs)
  • Ten paid holidays, 15 days of vacation for new associates (starting Jan 1 each year), sick time, personal days, and a paid day for volunteerism
  • Bonuses, profit sharing, and Employee Assistance Program participation
• Hiring Minimum: $21.38
  Hiring Maximum: $23.14
• Opportunity for merit‑based salary increases as you progress in the BOA role

• 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 team members.
• Account Management:
  Learn and understand the financial services industry. Handle account opening, 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 financial advisor’s direction. Schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, streamline processes, and execute the branch business plan.
• Technology:
  Strong computer literacy and…