Invest in your future – and your potential.
A career as a Branch Office Administrator is more than supporting a practice team — it’s about building relationships, developing new skills and making a meaningful impact on clients’ lives.
Whether you’re new to financial services or bringing experience from another industry, you’ll be supported every step of the way through structured onboarding, mentorship, peer connections and ongoing development opportunities designed to help you grow with confidence.
A role at the center of client experience
As a Branch Office Administrator, you’ll play an important role in helping clients feel supported and valued. As part of a collaborative practice team that may include one or more financial advisors and fellow client support teammates, you’ll help create exceptional client experiences, build trusted relationships and proactively support the day-to-day work that keep the practice running smoothly.
From anticipating client needs and coordinating meetings to collaborating with your team to deliver personalized service, you’ll make a meaningful impact on both the client experience and the success of the practice. You’ll also leverage technology and client relationship management tools to stay organized, identify opportunities to connect with clients and help ensure every interaction is thoughtful, timely and personalized.
ASSOCIATE TESTIMONIAL
I love the spontaneity and complexity the job can bring every day with one client’s phone call. We consistently provide all aspects of customer and financial service to clients’ accounts at our branch.
Brooke Bradley
Senior Branch Office Administrator
Everything we do in our office centers around our client’s personal and financial needs. Working together in one office allows us to do that casually. We converse about our clients in a relaxed atmosphere and determine how we would serve them based on their individual needs. Working in a two-person office is challenging, yet satisfying.
Gwen Peebles
Senior Branch Office Administrator
You’re constantly learning. Things constantly change – and it’s great. That’s what makes the job fun.
Victoria Lightowler
Senior Branch Office Administrator
The Branch Office Administrator role is all about relationships – with your clients, with your colleagues and with your community.
Inger Mitchell
Senior Branch Office Administrator
Your career growth starts here.
From your first day as a Branch Office Administrator, you’ll have access to training, mentorship and support designed to help you succeed. Our structured onboarding experience helps you build confidence, strengthen key skills and learn how to support clients while contributing to the practice.
As your career grows, so do your opportunities.
Depending on your interests and career goals, you may also have opportunities to pursue licensing and registrations that support practice growth as well as your own professional growth.
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Awards & recognition
Fortune®, 2026
2026 Fortune 100 Best Companies to Work For, published April 2026, research by Great Places to Work, data as of July 2025. Compensation provided for using, not obtaining, the rating.
Fortune®, 2026
2026 Fortune World’s Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.
Training APEX Award 2026
2026 Training Magazine APEX Awards, published February 2026, data as of September 2025, an application fee was required for consideration.
U.S. Chamber Foundation Citizen Award 2025
2025 U.S. Chamber of Commerce Foundation Corporate Citizen Award, category of Best Health and Wellness Program, published October 2025, data as of June 2025, application fee required for consideration.
Edward Jones 2025 Fortune Best Workplaces for Women by Fortune and Great Places to Work®
Fortune®, 2025
2025 Fortune Best Workplaces for Women, published October 2025, research by Great Place to Work, data as of August 2024. Compensation provided for using, not obtaining, the rating. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
Fortune, 2025
2025 Fortune Best Workplaces in Financial Services & Insurance, published September 2025, research by Great Places to Work, data as of August 2024. Compensation provided for using, not obtaining, the rating. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
People Magazine 2026
2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.
