Branch Office Administrator

Edward Jones is a renowned financial services firm recognized as a Fortune 500 company with a strong presence across the United States and Canada. Privately owned, Edward Jones prioritizes its clients' interests over shareholder returns and currently serves over 9 million clients through a network of 20,000 financial advisors. The firm prides itself on its inclusive, flexible, and innovative culture that fosters performance excellence and a true sense of belonging among its associates. Edward Jones emphasizes the importance of people, assuring that every associate is seen, heard, respected, and supported, which makes it an outstanding place to start or grow a career in financial services. The firm’s purpose is clear: it aims to partner for positive impact by enhancing the lives of clients and colleagues, while also contributing to bettering communities and society.

The Branch Office Administrator (BOA) role at Edward Jones is a vital, client-facing position focused on supporting financial advisors in helping clients achieve their long-term financial goals. This role serves as the backbone of the office, providing essential administrative and operational support to one or multiple financial advisors. BOAs engage directly with clients, addressing inquiries, resolving issues, and ensuring a seamless and positive experience. The position offers a dynamic and rewarding environment where individuals can develop valuable skills and advance their careers.

Edward Jones supports its BOAs through comprehensive six-month training programs that include mentorship from experienced peers and access to a wide support network spanning branch offices, regional teams, and the home office. BOAs have the opportunity to work independently while being backed by thousands of colleagues throughout the firm. Key responsibilities include managing client accounts, facilitating communication between clients and advisors, supporting marketing efforts, and assisting with the branch’s annual business planning process. The role demands an aptitude for learning industry-specific technologies such as MoneyGuide, Salesforce, and Microsoft Office.

As part of the Edward Jones culture, the BOA is encouraged to deliver exceptional personalized service to clients and contribute insights that help meet client needs better. The firm values skills like analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and teamwork, all of which are crucial to success in this position. In addition, BOAs help drive marketing activities, plan client events, and maintain comprehensive and accurate client records, streamlining office processes and supporting the overall business objectives of the branch.

Edward Jones fosters an inclusive work environment where diverse perspectives are respected and valued, contributing to the firm’s overall success. The company offers a robust compensation and benefits package, inclusive of medical, dental, vision, disability coverage, life insurance, a 401(k) retirement plan, and various voluntary benefits. Associates receive paid holidays, vacation, sick leave, personal days, and paid time for volunteerism. Additionally, performance-based bonuses and profit-sharing opportunities serve as strong motivators for personal and professional growth. Edward Jones is committed to continuous improvement and professional development, recognizing individual efforts through rewards programs that promote long-term career and financial security.

This full-time role offers a competitive salary with opportunities for merit-based increases as BOAs progress. Joining Edward Jones means becoming part of a firm that values partnership—not only with clients but also among colleagues and communities—helping create a positive impact while advancing your career in financial services.