Dynamic Branch Office Administrator

Edward Jones; Santa Maria (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental insurance

Vision care

401(k) retirement plan

Ten paid holidays per year

15 days of vacation for new associates

Volunteer days

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients. You will manage client interactions, assist with accounts, and contribute to the branch's daily operations in a client-centric environment.

Join a nationwide financial services firm offering training, extensive support networks, and opportunities for growth within a collaborative team. This role emphasizes service excellence, operational efficiency, and community engagement.

Qualifications

• Analytical thinking for client needs and data interpretation.
• Attention to detail in account documentation and processes.
• Adaptability to a dynamic financial services environment.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn and support the financial advisor in account management and transactions.
• Assist in scheduling, materials prep for client meetings, and branch initiatives.
• Support marketing activities and help implement the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients. You will manage client interactions, assist with accounts, and contribute to the branch's daily operations in a client-centric environment.

Join a nationwide financial services firm offering training, extensive support networks, and opportunities for growth within a collaborative team. This role emphasizes service excellence, operational efficiency, and community engagement.