Branch Office Administrator

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

Position:
Branch Office Administrator (BOA).
Full‑Time.

Branch Address: 544 Auburn Ravine Road, Auburn, CA.

Posting will remain open for 30 days from 15-Dec-2025, but may close early.

As a BOA you will provide seamless support to our clients and financial advisors. You play a key role in client accounts, communications, and ensuring a positive client experience.

• Comprehensive six‑month training with a peer mentor.
• A wide support network—from your branch office to the region and home office.
• Independent work supported by a team of thousands.

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business‑planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.
• Provide client service via inbound/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 support team members.
• Account management – open accounts, handle transfers, process transactions, prepare documentation, and maintain accurate client records.
• Administrative and operational support – schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, streamline processes, update SOPs, and execute on the branch business plan.
• Technology usage – strong computer literacy and willingness to learn new tech such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• Competitive hourly pay – $26.10 to $27.74 with potential merit‑based increases.
• Full‑time benefits package: medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life coverage at no cost to associates.
• 401(k) retirement plan with tax‑advantaged accounts (HSA, FSA).
• Paid time off: 10 paid holidays, 15 days vacation starting January 1 of the year, sick time, personal days, and a paid day for volunteerism.
• Potential bonuses and profit sharing; eligibility for Employee Assistance Program.
• Recognition program that promotes long‑term career and well‑being for associates and their families.

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 Regulation 4(a)(39) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30..

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.