Branch Office Administrator
Edward Jones, Long Beach, CA, United States
Position Schedule:
Full-Time
Location:
444 W Ocean Blvd Suite 1416, Long Beach, CA
Role Summary
As a Branch Office Administrator (BOA), you will provide essential administrative support to financial advisors and their teams, ensuring smooth client interactions and operations within the branch office.
Key Responsibilities
Support a single advisor or multiple advisors by handling inbound and outbound client communications via phone, email, and in-person.
Assist with account opening, transfers, and other client requests, maintaining accurate records and documentation.
Schedule appointments, prepare meeting materials, and manage correspondence and marketing initiatives.
Streamline processes by updating standard operating procedures and contributing strategically to the branch business plan.
Use financial tools such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Qualifications
Excellent client service skills and strong communication.
Attention to detail, analytical thinking, and adaptability.
Team collaboration and the ability to work independently with minimal direction.
Computer literacy and willingness to learn new technology.
Experience with digital tools is a plus.
Compensation
Hiring Minimum: $26.10 per hour
Hiring Maximum: $31.58 per hour
Benefits
Health, dental, vision, prescription, and other medical benefits.
Short‑ and long‑term disability, basic life, and AD&D coverage at no cost.
401(k) retirement plan with employer matching and tax‑advantaged accounts.
Paid holidays, vacation, sick time, and personal days.
Profit‑sharing and potential bonus opportunities.
Employee Assistance Program.
EEO and Fair Chance
Edward Jones is an Equal Opportunity Employer and fully complies with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws. 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.
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Full-Time
Location:
444 W Ocean Blvd Suite 1416, Long Beach, CA
Role Summary
As a Branch Office Administrator (BOA), you will provide essential administrative support to financial advisors and their teams, ensuring smooth client interactions and operations within the branch office.
Key Responsibilities
Support a single advisor or multiple advisors by handling inbound and outbound client communications via phone, email, and in-person.
Assist with account opening, transfers, and other client requests, maintaining accurate records and documentation.
Schedule appointments, prepare meeting materials, and manage correspondence and marketing initiatives.
Streamline processes by updating standard operating procedures and contributing strategically to the branch business plan.
Use financial tools such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
Qualifications
Excellent client service skills and strong communication.
Attention to detail, analytical thinking, and adaptability.
Team collaboration and the ability to work independently with minimal direction.
Computer literacy and willingness to learn new technology.
Experience with digital tools is a plus.
Compensation
Hiring Minimum: $26.10 per hour
Hiring Maximum: $31.58 per hour
Benefits
Health, dental, vision, prescription, and other medical benefits.
Short‑ and long‑term disability, basic life, and AD&D coverage at no cost.
401(k) retirement plan with employer matching and tax‑advantaged accounts.
Paid holidays, vacation, sick time, and personal days.
Profit‑sharing and potential bonus opportunities.
Employee Assistance Program.
EEO and Fair Chance
Edward Jones is an Equal Opportunity Employer and fully complies with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws. 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.
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