Branch Office Administrator - Mission Viejo, CA

Overview

Opportunity Overview

The Branch Office Administrator (BOA) role supports financial advisors by providing administrative support to help clients achieve long-term financial goals. We serve over nine million clients. BOAs are valued members of the client support team, contributing diverse experiences and viewpoints to help achieve results.

Role Summary : As a Branch Office Administrator, you will provide seamless support to our clients, support client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment.

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

• Comprehensive 6-month training including an experienced peer mentor
• A wide support network from the branch office to regional and home office
• Independent work with a team of thousands backing you

Can you see yourself…

Responsibilities

Client Service : Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.

Account Management : Learn and understand the financial services industry. Include account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.

Administrative & Operational Support : Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence, supporting marketing initiatives, and updating SOPs to align with branch business plans.

Technology : Proficiency with computers and willingness to learn new tools (MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software).

Qualifications

What skills would make you a successful BOA?

Company Description

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholder returns, and strive to be innovative, flexible, and inclusive. We partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society.

We are committed to a culture where people are valued and included. See our Purpose, Inclusion and Citizenship Report for more information.

Awards and Accolades

We recognize associates' contributions and have received various recognitions. See our U.S. and Canadian awards and accolades pages for details.

Position Schedule

Full-Time

Position Type : Branch Support - BOA

EEO Statement

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

Recruiter

Christina Pellerito

Salary Information

You can also expect…

Benefits for Full-time Associates : Medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short- and long-term disability, life, and AD&D coverage. 401k retirement plan and tax-advantaged accounts (HSA, FSA). Ten paid holidays, 15 days of vacation for new associates, sick time, personal days, and a paid volunteer day. Bonuses and profit sharing may apply. An Employee Assistance Program is available. For more information, see the benefits page.

Compensation : Edward Jones uses a human-centered approach and offers compensation with discretionary and variable components, including bonus opportunities based on branch and firm profitability and individual performance. A salary range is provided as part of the listed information.

Country : United States

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