Branch Office Administrator - Long Beach, CA

Edward Jones Careers • Long Beach, CA

2d • Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is a fulfilling career opportunity where BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary responsibility of the BOA is to provide comprehensive administrative support to a financial advisor or a team of multiple financial advisors. Edward Jones serves over nine million clients, and BOAs are a valued part of the client support team, contributing significantly to the firm's success through their unique experiences and professional backgrounds. This role is vital for providing seamless support to clients, managing client accounts, facilitating communication, and ensuring a positive client experience. It offers a fantastic opportunity for career growth in a dynamic and rewarding environment, supported by a comprehensive 6-month training program, including mentorship from an experienced peer, and a wide support network extending from the branch office to the home office. Edward Jones is a Fortune 500 company, privately-owned, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm's purpose is to partner for positive impact to improve the lives of clients, colleagues, and communities. It is an innovative, flexible, and inclusive organization that values and supports its associates, fostering a sense of belonging and inspiring performance excellence.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Ability to provide exceptional client service via inbound and outbound calls, email, and in-person interactions
• Aptitude to learn and understand the financial services industry
• Strong ability to work independently at the direction of the financial advisor
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take 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
• Drive marketing activities such as planning and executing events
• 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
• Learn and understand the financial services industry for account management, including 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
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
• Streamline processes with updating SOPs and strategically execute on the branch business plan

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage (provided at no cost)
• Basic life coverage (provided at no cost)
• Basic AD&D coverage (provided at no cost)
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Eligibility for bonuses
• Profit sharing
• Employee Assistance Program
• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network
• A culture of continuous improvement and professional development
• An inclusive environment where everyone’s different viewpoints are valued
• Rewards program that promotes a long-term career, financial security and family’s well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees