Edward Jones
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Branch Office Administrator
role at
Edward Jones
This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $21.00/hr - $23.00/hr
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, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and 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 on the phone – 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 not only help them identify their problems – you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview Position Schedule: Full-Time
Branch Address: 109 North Main Street, Bluffton, OH
This job posting is anticipated to remain open for 30 days, from 06-Jan-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. We're proud to serve over nine million clients.
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 & Development:
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:
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
Additional Expectations:
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 your family's well‑being
Full‑time Associates receive the following benefits:
Medical, prescription drug, dental, vision, and voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short‑ and long‑term disability, basic life and basic AD&D coverage at no cost to associates
401(k) retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account
Ten paid holidays, 15 days vacation for new associates starting January 1 of each year, sick time, personal days, and a paid day for volunteerism
Eligibility for bonuses and profit sharing
Employee Assistance Program
You’ll be competitively compensated. Edward Jones believes in a human‑centered approach to partnership and shares the success with associates through bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit‑based salary increases as you progress in the BOA role.
Hiring Minimum: $21.38
Hiring Maximum: $23.14
Skills and Requirements
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: 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.
Seniority Level Associate
Employment Type Full‑time
Job Function General Business, Administrative, and Customer Service
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
Branch Office Administrator
role at
Edward Jones
This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $21.00/hr - $23.00/hr
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, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and 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 on the phone – 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 not only help them identify their problems – you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview Position Schedule: Full-Time
Branch Address: 109 North Main Street, Bluffton, OH
This job posting is anticipated to remain open for 30 days, from 06-Jan-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. We're proud to serve over nine million clients.
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 & Development:
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:
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
Additional Expectations:
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 your family's well‑being
Full‑time Associates receive the following benefits:
Medical, prescription drug, dental, vision, and voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short‑ and long‑term disability, basic life and basic AD&D coverage at no cost to associates
401(k) retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account
Ten paid holidays, 15 days vacation for new associates starting January 1 of each year, sick time, personal days, and a paid day for volunteerism
Eligibility for bonuses and profit sharing
Employee Assistance Program
You’ll be competitively compensated. Edward Jones believes in a human‑centered approach to partnership and shares the success with associates through bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit‑based salary increases as you progress in the BOA role.
Hiring Minimum: $21.38
Hiring Maximum: $23.14
Skills and Requirements
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: 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.
Seniority Level Associate
Employment Type Full‑time
Job Function General Business, Administrative, and Customer Service
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