Non-Reg On-Caller - Valencia, CA

Edward Jones • Valencia, CA

1d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work independently under the direction of the financial advisor while receiving training, peer mentorship, and support from the branch, regional, and home office teams.

Responsibilities include serving clients through calls, email, and in-person interactions; responding to inquiries and resolving issues; supporting account opening, transfers, transactions, documentation, and recordkeeping; scheduling appointments and preparing client meeting materials; managing correspondence; supporting marketing initiatives and events; and helping maintain procedures and execute the branch business plan. The role also involves listening for client needs, participating in annual business planning, and building relationships with clients, referral sources, and internal colleagues.

The position is with Edward Jones, a privately owned financial services firm serving clients in the U.S. and Canada. The company describes its culture as inclusive and focused on professional development, continuous improvement, and supporting associates. Compensation may include discretionary and variable programs, including bonus opportunities based on branch and firm profitability and individual performance. The posting does not provide the salary range values.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently under the direction of a financial advisor.
• Ability to provide client service across phone, email, and in-person channels.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

Responsibilities

• Provide exceptional client service through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and support a positive client experience.
• Develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, and other requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives, including planning and executing events.
• Participate in the annual business planning process and assist with strategies for the upcoming year.
• Listen for situations in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Strategically execute the branch business plan.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and peer mentorship.
• A wide support network spanning the branch office, region, and home office.
• Professional development and continuous improvement opportunities.
• Rewards program intended to support a long-term career, financial security, and associate and family well-being.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Eligible part-time associates meeting the stated hours and service conditions may receive medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan access.
• Eligible part-time associates may receive paid sick leave and paid time off where required by applicable law, based on hours worked.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed