Client-Focused Branch Office Administrator

Edward Jones; Cameron Park (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service and administrative support for financial advisors. You will handle calls, emails, and in-person interactions, assist with account activity, and help execute branch business plans.

The role offers comprehensive training, a broad support network, and opportunities to grow within a collaborative, inclusive environment at Edward Jones.

Qualifications

• Analytical thinking and attention to detail are essential.
• Strong communication skills for client interactions.
• Ability to learn financial services processes and tools.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account handling, transfers, and documentation under advisor direction.
• Support administrative tasks, scheduling, and marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service and administrative support for financial advisors. You will handle calls, emails, and in-person interactions, assist with account activity, and help execute branch business plans.

The role offers comprehensive training, a broad support network, and opportunities to grow within a collaborative, inclusive environment at Edward Jones.