Branch Office Administrator

$48,360 - $62,795/Yr

Edward Jones - Santa Maria, CA

Full-time - Entry Level

Santa Maria, 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. BOAs are integral to the branch team, ensuring clients feel understood and informed while helping them achieve their financial goals. The role offers comprehensive training and a supportive work environment, emphasizing continuous improvement and professional development.

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

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

Nice-to-haves

• Experience in customer service or client relations.
• Familiarity with financial services or investment products.

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