Branch Office Administrator. Long LilyLifestyle

Role Summary

The Branch Office Administrator (BOA) role partners with financial advisors to provide seamless support to our clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

• Comprehensive 6‑month training including a peer mentor
• A wide support network that extends from your branch office to the region and the home office
• Independent work with the backing of a large team

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Assist in the annual business planning process to develop strategies for the upcoming year
• Listen actively for situations in clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events

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

• 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: Learn and understand the financial services industry. Perform account opening, handle transfers, process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently under the direction of the financial advisor. Manage appointments, prepare materials for client meetings, handle correspondence, support marketing initiatives, update SOPs, and execute on the branch business plan.
• Technology: Demonstrate strong computer literacy and a willingness to learn new programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• Full‑time associates receive medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness).
• Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost.
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA).
• Ten paid holidays and 15 days of vacation starting January 1 each year, plus sick time, personal days, and a paid day for volunteerism.
• Potential bonuses and profit sharing. All associates are eligible for the Employee Assistance Program.

• Human‑centered approach with profit sharing based on branch and firm profitability.
• Variable compensation programs with bonus opportunities tied to individual performance.
• Minimum and maximum pay ranges are provided; opportunities for merit‑based salary increases exist as you progress.

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 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 applicable securities and financial regulations and conducts background reviews consistent with FINRA Rule 3110(e).