Edward Jones - Atascadero, CA
posted 3 days ago
The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting financial advisors and ensuring exceptional client service. This full-time position involves building strong relationships with clients, understanding their needs, and proactively identifying opportunities to assist them in achieving their financial goals. The BOA is a key member of a small branch team, providing personalized service and contributing to the overall success of the firm.