Overview
Branch Office Administrator Jobs in Yorba Linda, CA at Edward Jones
Full Job Description
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 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: 17528 Yorba Linda Blvd, Yorba Linda, CA 92886
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:
A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach.
Paid time off including vacation, sick, holidays and personal days
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.
As a result, we commit to offering a minimum of $20 per hour, and may be adjusted upward in higher cost areas of the country.
The hiring minimum and maximum range shown below is a subset of the total pay range.There is…
Title: Branch Office Administrator
Company: Edward Jones
Location: Yorba Linda, CA
Category:
