Skip to Main Content

Branch Office Administrator

Edward Jones Loomis, CA

  • Expired: 27 days ago. Applications are no longer accepted.
Job Description

Would you call yourself a relationship builder, a problem solver or a business partner? If you answered yes, we need you on our team.

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone – the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems – you see them coming a mile away. You are a trusted business partner to your financial advisor. Working together to help your clients achieve their most cherished financial goals.

Remote Work Option: No

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over seven million clients.

Our Branch Office Administrators are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

We’ll give you the support you need.

Our team will be there every step of the way, providing:

  • Comprehensive 6 month training including an experienced peer mentor
  • A network that extends from your branch office to your region to the home office

You can also expect…

  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone’s different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being. Visit our career site to learn more about our total compensation approach.
  • Full-time Associates receive the following benefits:
    • A compensation package that includes bonus potential, profit sharing, 401k (US) or Group RRSP (Canada), and comprehensive and competitive health benefits
    • Paid time off including vacation, sick, holidays and personal days
  • ​Part-time Associates can earn certain benefits upon meeting minimum hour requirements

What characteristics would make you a successful BOA?

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

 

Apply now at www.careers.edwardjones.com

 

Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team’s ability to build deep relationships with clients. Headquarters associates in St. Louis, MO, Tempe, AZ and Mississauga Canada provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.

Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.

Edward Jones

Why Work Here?
Edward Jones is named one of the 2020 FORTUNE 100 Best Companies to Work For® by Great Place to Work® and FORTUNE magazine.

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team’s ability to build deep relationships with clients. Headquarters associates in St. Louis, MO, Tempe, AZ and Mississauga Canada provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.

Edward Jones's Logo

Address

5976 Horseshoe Bar Road

Loomis, CA
USA

Industry

Finance and Insurance

View all jobs at Edward Jones