Branch Office Administrator - Cupertino, CA at Edward D. Jones in Cupertino, California

Job Description:

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. 

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. 

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.  Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

 

What characteristics would make you a successful BOA?

• Ability to deepen and broaden client relationships


• Ability to identify opportunities to create efficiency


• Strong ability to work independently


• Ability to manage multiple priorities in a deadline driven environment


• Proficient in current and new office technology


• Willingness to learn how financial services/markets work

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