Branch Office Administrator
1 day ago
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 and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 1236 Los Osos Valley Road, Suite J, Los Osos, CA 93402
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 serve over seven million clients. Our BOAs 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 to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
- Delivering exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
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
- Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
- Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
- The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $23.25
Hiring Maximum: $27.17
Read More About Job Overview
Skills/Requirements
What characteristics would make you a successful BOA?
- Ability to deepen and broaden client relationships
- 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
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
#LI-BOA
-
Branch Office Administrator
2 weeks ago
Los Gatos, California, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDeliver exceptional personalized service to our clients, ensuring they feel understood and...
-
Branch Office Administrator
2 weeks ago
Los Gatos, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Administrator
56 minutes ago
Los Altos, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Administrator
2 weeks ago
Los Gatos, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Administrator
2 weeks ago
Los Gatos, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Administrator
2 weeks ago
Los Gatos, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Administrator
7 days ago
Los Gatos, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Administrator
2 weeks ago
Los Gatos, CA, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Administrator
3 days ago
Los Gatos, CA, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? 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...
-
Branch Office Support Professional
2 weeks ago
Los Gatos, California, United States Edward Jones Full timeUnlock Your Potential as a Branch Office AdministratorAre you a relationship builder, problem solver, or critical thinker? If so, we need you on our team at Edward Jones. As a Branch Office Administrator, you'll be a critical member of our branch team, working closely with our financial advisors to help clients achieve their financial goals. You'll be the...
-
Branch Office Support Professional
2 weeks ago
Los Gatos, California, United States Edward Jones Full timeBuild Meaningful RelationshipsAs a Branch Office Administrator at Edward Jones, you will play a critical role in building and maintaining strong relationships with our clients. You will be the first point of contact for clients, providing exceptional personalized service and ensuring they feel understood and informed. Your ability to deepen and broaden...
-
Branch Manager
2 weeks ago
Los Angeles, California, United States United Merchant Services Full timeJob OverviewBluu Inc., a leading provider of end-to-end POS hardware services, is seeking a highly motivated and experienced Branch Manager to oversee the Los Angeles office.The ideal candidate will possess excellent leadership and communication skills, with a proven track record in branch management or similar leadership roles.Key ResponsibilitiesBranch...
-
Branch Director
7 days ago
Los Angeles, California, United States International Bank of Commerce Full timeThe International Bank of Commerce is seeking a highly skilled and dedicated Branch Manager to join our team. As a key member of our branch operations, you will be responsible for managing branch staff, establishing expectations for individual and staff performance, and planning and executing sales activities to meet branch deposit growth.Key...
-
Branch Operations Manager
1 month ago
Los Angeles, California, United States SMBC Full timeAbout SMBCSMBC MANUBANK is a leading regional business bank that provides specialized financial services to middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies in California.Our mission is to be the 'bank of choice' for middle market and professional services companies by establishing long-term...
-
Branch Services Manager
4 weeks ago
Los Angeles, California, United States Sumitomo Mitsui Financial Group, Inc. Full timeAbout the RoleWe are seeking an experienced Branch Services Manager to join our team at Sumitomo Mitsui Financial Group, Inc. This is a key leadership position responsible for managing the operational, control, and service delivery functions performed in assigned branch locations.Key ResponsibilitiesCoordinate with centralized processing and other service...
-
Office Manager
2 days ago
Los Osos, United States Service Corporation International Full timeOur associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Manages and coordinates the operational activities of a funeral home, cemetery and/or crematory operation. Ensures the highest quality services and products, to satisfy the need of any client family, to maximize budgeted profit plans for...
-
Office Manager
1 day ago
Los Osos, United States Service Corporation International Full timeOur associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Manages and coordinates the operational activities of a funeral home, cemetery and/or crematory operation. Ensures the highest quality services and products, to satisfy the need of any client family, to maximize budgeted profit plans for...
-
Office Administrator
3 weeks ago
Los Angeles, California, United States Resolution Economics Full timeJob Title: Office ManagerWe are seeking an experienced Office Manager to join our team at Resolution Economics, LLC. The successful candidate will be responsible for overseeing and coordinating administrative duties in the office, ensuring efficient operations, and providing administrative support to the company.Key Responsibilities:Oversee and support all...
-
Office Administrator
1 month ago
Los Angeles, California, United States E&S Ring Management Full timeJob Title: Front Office AdministratorE&S Ring Management is seeking a highly organized and detail-oriented Front Office Administrator to join our team at our Corporate office in Los Angeles. As a key member of our administrative team, you will play a pivotal role in maintaining an efficient and well-organized office environment.Key Responsibilities:Office...
-
Office Administrator
3 weeks ago
Los Angeles, California, United States Cooke Chiropractic Full timeOffice Manager Job DescriptionWe are seeking a highly skilled and experienced Office Manager to join our team at Cooke Chiropractic. As an Office Manager, you will be responsible for overseeing the day-to-day operations of our office, ensuring that all administrative tasks are completed efficiently and effectively.Key Responsibilities:Administrative Support:...
