Branch Office Administrator
Employment type
Full-time
Work setting
On-site
Location
San Ramon, CA
Schedule
Day shift
Posted
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Job overview
The Branch Office Administrator (BOA) is an onsite, full-time role based in San Ramon, CA. Compensation is not specified, and this role supports the financial advisory services at Edward Jones. This role exists to provide administrative and operational support to financial advisors, ensuring a seamless and positive experience for clients. The BOA contributes to the branch's success by managing client accounts, facilitating communication, and assisting with business planning.
What you'll do
- Provide exceptional service to clients via phone, email, and in-person interactions.
- Manage account opening, transfers, and documentation.
- Schedule appointments and prepare materials for client meetings.
- Support marketing initiatives and branch business planning.
What we're looking for
- Skills & competencies
- full-timeday shiftsan ramon caedward jonesboabranch office administratorfinancial servicesclient supportadministrativeoperations
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401k, paid holidays, vacation, sick time, profit sharing.
Why this role
Fortune 500 company with a focus on partnership and long-term career growth.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-1011.00
You'll be redirected to the employer's application page.
Listing ID: de2c7efd-1e38-4c45-9816-f908ca4c9ca3