Edward Jones
Overview
Base pay range: $26.00/hr - $27.00/hr Would 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 intentional about our field associates being part of branch teams. In a Client Support Team Professional role, you are a critical member of the team along with the financial advisor. You are the first voice a client hears when they call and the first face they see when they walk in the door. Your most important responsibility is getting to know clients so well that you can help them identify and anticipate their needs. You and your financial advisor are essential in working together to help clients achieve their financial goals.
Position details
Position Schedule:
Full-Time Branch Address:
544 Auburn Ravine Road, Auburn, CA This job posting is anticipated to remain open for 30 days, from 03-Oct-2025. The posting may close early due to the volume of applicants.
Role summary
As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
Responsibilities
Provide exceptional personalized service to ensure clients feel understood and informed
Take an active role in the annual business planning process to develop strategies for the upcoming year
Actively listen for situations in clients’ lives that may indicate a need for additional services
Assist with driving marketing activities such as planning and executing events
What you can expect
A culture of continuous improvement and professional development that respects individual contributions
An inclusive environment where diverse viewpoints are valued
Recognition of individual efforts through a rewards program supporting long-term career and well-being
Full-time benefits including medical, dental, vision, disability, life insurance, 401k, HSA/FSAs, holidays, vacation, sick time, personal days, and volunteer paid day
Compensation
Hiring Minimum: $26.10
Hiring Maximum: $27.74
Compensation includes potential bonuses and merit-based increases
Qualifications & Skills
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. Build and maintain strong relationships with clients, referral sources, and internal teams.
Account Management: Learn and understand the financial services industry. Handle account openings, transfers, requests, and maintain accurate client records.
Administrative & Operational Support: Work independently under the direction of the financial advisor. Manage scheduling, prepare materials for client meetings, handle correspondence, support marketing initiatives, and help update SOPs and branch plans.
Technology: Proficient computer skills with willingness to learn tools such as MoneyGuide, Salesforce, Microsoft Office, and other firm software.
About Edward Jones Edward Jones is a Fortune 500 company focused on clients, with a commitment to inclusion and positive impact. We are privately held and emphasize client and colleague success through various compensation programs, including discretionary and variable opportunities. We are dedicated to belonging, innovation, and performance excellence, with a purpose to partner for positive impact to improve lives and communities.
EEO Statement:
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other protected status.
Seniority level
Associate
Employment type
Full-time
Job function
General Business, Administrative, and Customer Service
Note: This description is for the Branch Office Administrator role in Auburn, CA and reflects the responsibilities and qualifications currently associated with the posting.
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Base pay range: $26.00/hr - $27.00/hr Would 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 intentional about our field associates being part of branch teams. In a Client Support Team Professional role, you are a critical member of the team along with the financial advisor. You are the first voice a client hears when they call and the first face they see when they walk in the door. Your most important responsibility is getting to know clients so well that you can help them identify and anticipate their needs. You and your financial advisor are essential in working together to help clients achieve their financial goals.
Position details
Position Schedule:
Full-Time Branch Address:
544 Auburn Ravine Road, Auburn, CA This job posting is anticipated to remain open for 30 days, from 03-Oct-2025. The posting may close early due to the volume of applicants.
Role summary
As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
Responsibilities
Provide exceptional personalized service to ensure clients feel understood and informed
Take an active role in the annual business planning process to develop strategies for the upcoming year
Actively listen for situations in clients’ lives that may indicate a need for additional services
Assist with driving marketing activities such as planning and executing events
What you can expect
A culture of continuous improvement and professional development that respects individual contributions
An inclusive environment where diverse viewpoints are valued
Recognition of individual efforts through a rewards program supporting long-term career and well-being
Full-time benefits including medical, dental, vision, disability, life insurance, 401k, HSA/FSAs, holidays, vacation, sick time, personal days, and volunteer paid day
Compensation
Hiring Minimum: $26.10
Hiring Maximum: $27.74
Compensation includes potential bonuses and merit-based increases
Qualifications & Skills
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. Build and maintain strong relationships with clients, referral sources, and internal teams.
Account Management: Learn and understand the financial services industry. Handle account openings, transfers, requests, and maintain accurate client records.
Administrative & Operational Support: Work independently under the direction of the financial advisor. Manage scheduling, prepare materials for client meetings, handle correspondence, support marketing initiatives, and help update SOPs and branch plans.
Technology: Proficient computer skills with willingness to learn tools such as MoneyGuide, Salesforce, Microsoft Office, and other firm software.
About Edward Jones Edward Jones is a Fortune 500 company focused on clients, with a commitment to inclusion and positive impact. We are privately held and emphasize client and colleague success through various compensation programs, including discretionary and variable opportunities. We are dedicated to belonging, innovation, and performance excellence, with a purpose to partner for positive impact to improve lives and communities.
EEO Statement:
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other protected status.
Seniority level
Associate
Employment type
Full-time
Job function
General Business, Administrative, and Customer Service
Note: This description is for the Branch Office Administrator role in Auburn, CA and reflects the responsibilities and qualifications currently associated with the posting.
#J-18808-Ljbffr