Branch Office Administrator

If you are 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 and provide essential administrative support to a financial advisor or a team of multiple advisors. Role Summary As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients and playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. We’ll 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’ll 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 Key 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: 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. Streamlining 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. Benefits Medical, prescription drug, dental, vision, and voluntary benefits such as accident, hospital indemnity, and critical illness coverage at no cost in many cases. Short‑term and long‑term disability, basic life, and AD&D coverage. 401(k) retirement plan with company match. Health savings account (HSA) and flexible spending account (FSA). 10 paid holidays and 15 days of vacation for new associates starting January1 each year, plus sick leave, personal days, and paid volunteer day. Potential bonuses and profit sharing based on branch and firm profitability. Employee Assistance Program. EEO Statement 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. Fair Chance Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section3(a)(39) and 15(b)(4) and Rule17a-3(a)(12) of the Securities and Exchange Act of1934, and conducts background reviews consistent with FINRA Rule3110(e). #J-18808-Ljbffr