Branch Office Administrator

Branch Office Administrator (BOA)

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to a financial advisor or a team of multiple financial advisors. You will support client accounts, facilitate communication, and ensure a positive client experience.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Resolve inquiries, issues, and maintain accurate client records.
• Assist in opening accounts, handling transfers, and other requests.
• Schedule appointments, prepare meeting materials, and support marketing initiatives.
• Update SOPs and support the branch business plan.
• Use financial services software such as Money Guide, Salesforce, and Microsoft Office.

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

• Comprehensive training acceptance.
• Independent work capability.
• Network building with clients and internal teams.
• Marketing event planning and execution experience.

• Medical, prescription drug, dental, vision.
• Voluntary benefits such as accident, hospital indemnity, critical illness.
• Short- and long-term disability, basic life, basic AD&D coverage (at no cost).
• 401(k) retirement plan and tax-advantaged accounts.
• Paid holidays, vacation, sick time, personal days, volunteer day.
• Employee Assistance Program.

• Competitive base salary with discretionary bonuses based on branch and firm profitability.
• Opportunities for merit-based salary increases.

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.

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 Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).