Senior Branch Office Administrator

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.

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 are 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.¹

Fortune 500 published June 2024 data as of December 2023. Compensation provided for using, not obtaining the rating.

If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We are proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary

As a Sr. Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You will 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.

We will give you the support you need. Our team will be there every step of the way, providing:

• 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 will often work independently, but will have a team of thousands backing you every step of the way

Can you see yourself...

• 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 the clients lives that may indicate a need for additional services
• Driving marketing activities, such as planning and executing events

Skills for Success

To be a successful Sr. BOA, you will need:

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

Role Requirements

To be considered for this role, you will need:

• 5 years of related financial services, banking, or legal experience, plus demonstration of job progression
• 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: aptitude to learn and understand the financial services industry. Includes account opening, handling 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: strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes with updating SOPs and strategically execute on the branch business plan.
• Technology: strong computer literacy with willingness to learn new technology and programs, such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

About Edward Jones

At Edward Jones, we are building a place where everyone feels like they belong. We are proud of our associates contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades, Insights & Information Blog Postings about Edward Jones, and our Canadian awards and accolades, Insights & Information Blog Postings about Edward Jones.

Equal Opportunity Employer

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.

What You Can Expect

You can also expect:

• A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyones different viewpoints are valued and help to achieve results
• Recognition of individual efforts through a rewards program that promotes a long-term career, financial security, and your familys well-being
• Full-time associates receive the following benefits:
• Edward Jones compensation and benefits package, including medical and 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
• 401k retirement plan and tax-advantaged accounts, health savings account, and flexible spending account
• Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
• Associates may be eligible for bonuses and profit sharing
• All associates are eligible for the firms Employee Assistance Program

Competitive Compensation

You will be competitively compensated, with an opportunity for merit-based salary increases as you progress in the Sr. BOA role. The hiring minimum and maximum range shown below is a subset of the total pay range.