Branch Office Administrator - Walla Walla, WA

Edward Jones is looking for a Branch Office Administrator to join the team in Walla Walla, Washington. This is a full-time, onsite role that partners with a financial advisor to keep clients happy and the branch operating smoothly. It’s a good fit for someone who enjoys helping people, staying organized, and using technology to keep processes moving.

Edward Jones is a Fortune 500 company with more than 9 million clients and 20,000 financial advisors across the U.S. and Canada. It remains privately owned and places a strong emphasis on clients and community, with a purpose to partner for positive impact and a focus on inclusion and performance. People are at the center of the organization, and associates are supported and respected as they grow their careers.

You can explore more about the company’s purpose and citizenship efforts in its published report linked on the career site.

Day-to-day rhythm in the Walla Walla branch

In this role you’ll balance client service responsibilities with practical branch support. You’ll handle inquiries and issues from clients through calls, email, and in-person interactions, aiming to deliver an exceptional experience while developing solid relationships with clients, referral sources, and the internal support team. You’ll also manage account-related tasks, such as account openings and transfers, under the guidance of the financial advisor, and you’ll process transactions while keeping client records accurate and up to date. On the operational side, you’ll take on scheduling, meeting preparation, correspondence, and marketing support, and you’ll look for ways to streamline processes by updating SOPs and contributing to the branch business plan, all while working independently as needed.

Must-have requirements

These capabilities help you succeed in this job:

• Clear, logical thinking that supports problem-solving
• Strong attention to detail and accuracy in tasks and records
• Flexibility to adapt to changing priorities
• Effective communication with clients across multiple channels
• Comfort using digital tools and software
• Ability to work well with a team and collaborate with others

The role also centers on core responsibilities you’d perform day to day, including delivering top-tier client service, managing account-related tasks, handling administrative and operational duties, and using technology to support branch operations and client interactions. These duties are performed under the direction of the financial advisor, with a focus on clear documentation, process consistency, and dependable support for the branch plan.

Pay, benefits and practical details

The position is full-time and based onsite in Walla Walla. Edward Jones describes its compensation and benefits as comprehensive and aimed at supporting associates and their families. Full-time associates receive a benefits package that covers medical and prescription drug, dental, vision, and voluntary options such as accident, hospital indemnity, and critical illness. Disability and life coverage are included, with short- and long-term disability, basic life, and basic AD&D provided at no cost to associates. The firm offers a 401k retirement plan and tax-advantaged accounts like a health savings account and a flexible spending account. There are ten paid holidays and 15 days of vacation for new associates starting January 1, along with sick time, personal days, and a paid day for volunteerism. Bonuses and profit sharing may be available, and there is an Employee Assistance Program. For more detail on benefits, see the firm’s benefits page.

Edward Jones describes its compensation as a human-centered approach that shares success with associates through discretionary and variable programs, including opportunities tied to branch and firm profitability and individual performance. The posting notes this is a full-time Branch Support - BOA position. If you want to see the full scope of benefits, you can visit the benefits page linked in the listing.

Advice for applicants

Lead your resume with evidence of strong client service across channels, showing how you responded to inquiries, resolved issues, and built relationships with clients and referral sources. Tie your experience directly to the duties described, especially any work opening accounts, processing transfers, or managing client records under guidance from a supervisor or financial advisor.

Demonstrate how you’ve used technology to support administrative and client-facing work. Mention specific tools you’re comfortable with or have used, such as MoneyGuide, Salesforce, and Microsoft Office products, along with any other firm-provided software.

Be ready to walk through examples of how you’ve maintained accurate documents and records, and how you’ve contributed to branch processes or SOP updates in previous roles. Think about how you’d describe your independent work when directed by a financial advisor, and be prepared to discuss scheduling, meeting preparation, and marketing support you’ve handled.

When you’re in the interview, ask a thoughtful question about the branch’s plans to streamline processes or update SOPs, and how the BOA role supports the branch business plan. A good question shows you’re thinking about how your work feeds into the broader goals of the team and the office.