Branch Office Administrator

This job posting is anticipated to remain open for 30 days, from 09-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires 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. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Role Summary 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. Support Provided 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 Key Responsibilities Deliver exceptional personalized service to ensure clients feel understood and informed Take an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Drive marketing activities such as planning and executing events Core Skills 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: Demonstrate aptitude to learn and understand the financial services industry. Handle account opening, account 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, prepare materials for client meetings, manage correspondence, support marketing initiatives, streamline processes, update SOPs, and execute branch business plans. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. What to Expect 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 Recognition through a rewards program that promotes a long‑term career, your financial security and the well‑being of you and your family Full‑time associates receive a comprehensive compensation and benefits package including medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, basic AD&D coverage (free of charge), a 401(k) retirement plan, health savings account, flexible spending account, ten paid holidays, 15 days vacation for new associates, sick time, personal days, paid day for volunteerism, eligibility for bonuses and profit sharing, and access to the Employee Assistance Program. Compensation Edward Jones believes in a human‑centered approach to partnership. Compensation includes discretionary and variable plans based on branch and firm profitability, as well as individual performance. The hiring minimum and maximum range is outlined in the payroll details, with opportunities for merit‑based salary increases as you progress. 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. #J-18808-Ljbffr