Edward Jones - Irvine, CA
posted 4 months ago
At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, working closely with financial advisors to provide exceptional service to clients. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and ensuring that clients feel understood and informed. This position requires a proactive approach to identifying client needs and potential issues, allowing the BOA to assist clients in achieving their long-term financial goals. The BOA is not only a support role but also a key contributor to the overall success of the branch, helping to drive marketing activities and participate in the annual business planning process. The BOA will undergo a comprehensive six-month training program, which includes mentorship from experienced peers and access to a wide support network that extends from the branch office to the home office. This role offers the opportunity to work independently while being backed by a large team, ensuring that the BOA has the resources needed to succeed. The culture at Edward Jones emphasizes continuous improvement and professional development, valuing the unique contributions of each individual. The company recognizes individual efforts through a rewards program that promotes long-term career growth and financial security for associates and their families. In this role, the BOA will be expected to actively listen to clients, identify opportunities for additional services, and engage in marketing activities such as planning and executing events. The position is full-time and offers a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. Edward Jones is committed to a human-centered approach, focusing on positive impacts for clients, colleagues, and communities, making it an ideal place for those looking to build a fulfilling career in financial services.