Edward Jones
Branch Office Administrator - Irvine, CA
Edward Jones, Irvine, California, United States, 92713
Overview
Opportunity Overview The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve long-term financial goals. The BOA provides administrative support to a financial advisor or a team of advisors. We serve over nine million clients and value diverse experiences and viewpoints that help achieve results. Role Summary: As a Branch Office Administrator, you’ll be a vital part of the team, providing seamless support to clients. You’ll help with client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic environment. Support Structure: Comprehensive 6-month training including an experienced peer mentor A wide support network from the branch to the region and home office Independent work with a large backing team of thousands
Responsibilities
Delivering exceptional personalized service
to ensure clients feel understood and informed Taking an active role in the annual business planning process to develop strategies for the upcoming year Actively listening for situations in clients’ lives that may indicate a need for additional services Driving marketing activities such as planning and executing events
Qualifications
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration
Role Requirements
Client Service:
Provide exceptional service to clients via inbound/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. Includes account opening, transfers, and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support:
Ability to work independently under the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updated SOPs and support the branch business plan. Technology:
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Company Description
Join a financial services firm where contributions are valued. 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. Our purpose is to partner for positive impact to improve the lives of clients and colleagues, and to 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. View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
We are proud of our associates’ contributions and recognitions. 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.
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
Rene Coleman Salary Information
You can also expect… A culture of continuous improvement and professional development that respects individuals’ unique contributions An inclusive environment where diverse viewpoints help achieve results A rewards program recognizing individual efforts to promote long-term career, financial security, and well-being Full-time associates receive comprehensive benefits including medical, dental, vision, disability, life insurance, 401k, health accounts, paid holidays and vacation, sick time, personal days, and volunteer pay. Bonuses and profit sharing are possible. For more information, visit the benefits page. You’ll be competitively compensated… Edward Jones uses a human-centered approach to positively impact clients, colleagues, and communities Compensation includes discretionary and variable programs with bonuses based on branch and firm profitability and individual performance Pay range reflects a subset of the total pay range; merit-based increases may occur as you progress in the BOA role Country United States
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Opportunity Overview The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve long-term financial goals. The BOA provides administrative support to a financial advisor or a team of advisors. We serve over nine million clients and value diverse experiences and viewpoints that help achieve results. Role Summary: As a Branch Office Administrator, you’ll be a vital part of the team, providing seamless support to clients. You’ll help with client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic environment. Support Structure: Comprehensive 6-month training including an experienced peer mentor A wide support network from the branch to the region and home office Independent work with a large backing team of thousands
Responsibilities
Delivering exceptional personalized service
to ensure clients feel understood and informed Taking an active role in the annual business planning process to develop strategies for the upcoming year Actively listening for situations in clients’ lives that may indicate a need for additional services Driving marketing activities such as planning and executing events
Qualifications
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration
Role Requirements
Client Service:
Provide exceptional service to clients via inbound/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. Includes account opening, transfers, and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support:
Ability to work independently under the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updated SOPs and support the branch business plan. Technology:
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Company Description
Join a financial services firm where contributions are valued. 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. Our purpose is to partner for positive impact to improve the lives of clients and colleagues, and to 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. View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
We are proud of our associates’ contributions and recognitions. 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.
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
Rene Coleman Salary Information
You can also expect… A culture of continuous improvement and professional development that respects individuals’ unique contributions An inclusive environment where diverse viewpoints help achieve results A rewards program recognizing individual efforts to promote long-term career, financial security, and well-being Full-time associates receive comprehensive benefits including medical, dental, vision, disability, life insurance, 401k, health accounts, paid holidays and vacation, sick time, personal days, and volunteer pay. Bonuses and profit sharing are possible. For more information, visit the benefits page. You’ll be competitively compensated… Edward Jones uses a human-centered approach to positively impact clients, colleagues, and communities Compensation includes discretionary and variable programs with bonuses based on branch and firm profitability and individual performance Pay range reflects a subset of the total pay range; merit-based increases may occur as you progress in the BOA role Country United States
#J-18808-Ljbffr