Branch Office Administrator

$52,541 - $61,402/Yr

Edward Jones - Saratoga, CA

Full-time - Entry Level

Saratoga, 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 to help clients achieve their financial goals. The BOA is the first point of contact for clients, making it essential to understand their needs and provide tailored solutions. The role includes comprehensive training and a supportive network to ensure success in a collaborative environment.

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

• Strong ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.
• Proficient in current and new office technology.
• Willingness to learn how financial services and markets work.
• Ability to manage multiple priorities in a deadline-driven environment.

Nice-to-haves

• Experience in financial services or customer service roles.

Benefits

• Profit sharing
• Health savings account
• AD&D insurance
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Employee assistance program
• Vision insurance