Branch Office Administrator

$52,541 - $61,402/Yr

Edward Jones - Santa Rosa, CA

Full-time - Entry Level

Santa Rosa, CA

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting financial advisors and enhancing client relationships. This full-time position involves delivering exceptional personalized service, actively participating in business planning, and driving marketing activities. The BOA is the first point of contact for clients, making it essential to understand their needs and provide tailored solutions. With comprehensive training and a supportive team environment, the BOA is positioned to help clients achieve their long-term financial goals.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in developing strategies during the annual business planning process.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.

Requirements

• Experience in financial services is preferred.
• Ability to deepen and broaden client relationships.
• Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.
• Willingness to learn about financial services and markets.

Nice-to-haves

• Experience in customer service or client relations.
• Strong problem-solving skills.
• Critical thinking abilities.

Benefits

• 401(k) retirement plan
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid holidays
• Vacation days
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing