Branch Office Administrator

Job overview

The Branch Office Administrator (BOA) role is an onsite position located in Pismo Beach, CA, with compensation not specified. This role supports the client support team at Edward Jones, a Fortune 500 financial services firm dedicated to partnering with clients to achieve their long-term financial goals. The primary purpose of this role is to provide administrative and operational support to financial advisors. The BOA facilitates client communication, manages account documentation, and contributes to the branch's business planning, ensuring an exceptional and personalized experience for clients.

What you'll do

• Provide administrative support to financial advisors, manage client accounts, facilitate communication, process transactions, prepare documentation, maintain client records, schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives, update SOPs.

What we're looking for

Skills & competencies

full-time

day shift

branch office administrator

edward jones

pismo beach ca

financial services

administrative

client support

no on-call

no travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401k, paid holidays, vacation, sick time, profit sharing, employee assistance program.

Why this role

Comprehensive 6-month training, wide support network, merit-based salary increases.

About the employer

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