Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) role is an onsite position based in Auburn, CA. Compensation is not specified for this role, which supports the client support team at Edward Jones, a firm dedicated to partnering for positive impact. This role exists to provide essential administrative and operational support to financial advisors. The BOA facilitates communication, manages client accounts, and ensures a positive, personalized experience for clients, contributing to the firm's long-term success.

What you'll do

• Provide exceptional client service via phone, email, and in-person interactions.
• Manage account opening, transfers, and transactions.
• Handle administrative tasks including scheduling, correspondence, and marketing event planning.
• Utilize digital tools and firm software to maintain accurate records.

What we're looking for

Skills & competencies

full-time

day shift

auburn ca

edward jones

administrative support

client service

financial services

onsite

no on-call

no travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, 15 days vacation, 10 paid holidays, profit sharing, and Employee Assistance Program.

Why this role

Comprehensive 6-month training program with a dedicated mentor and a vast support network.

About the employer

Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.