Branch Office Administrator - Laguna Niguel Ca - Branch 86981

Posting ID : A1068541940
Date Posted : 2015-08-19
Category : Admin Office

At Edward Jones, our formula for success has been to put our customers first. We recognize that the surest way to deliver outstanding service is to continually develop and reward those who provide it. If you're looking for the tools, resources and freedom to build a great future, contact Edward Jones today. And see for yourself why for the seventh year, Edward Jones was named one of the "100 Best Companies to Work For in America" by Fortune magazine in its annual listing. The firm took the No. 16 spot overall in the ranking and was named to the No. 4 spot for large companies. The seven Fortune rankings include top 10 finishes for five years and consecutive number one rankings in 2002 and 2003.Full-time associates are provided a core set of benefits including: * Life insurance and accidental death and dismemberment coverage
* Short-term and long-term disability
* Paid vacation
* Paid holidays
* Paid sick days
* Workers compensation
* Unemployment insurance
* Mutual fund purchases at net asset value
* Employee assistance program
* Opportunity for bonus participation
* Company-paid profit sharing
* Tuition reimbursement
* Adoption expense reimbursement
Full-time associates may also elect to participate in the following:* Medical and dental insurance
* Additional life insurance and accidental death and dismemberment coverage
* Long-term care insurance
* 401k plan with company match
* Flexible spending accounts
Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator BOA may be the perfect position for you. This position requires that you possess the following skills: Client Service Communication Initiative Organization Continuous LearningResponsibilitiesEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe. Here's a more detailed look at your day: Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointments Provide market information or quotes to clients Respond to client inquiries on administrative questions Office Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial Advisor Management of phone calls and walk-in clients Ordering supplies and processing expenses Account Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accounts Processing trade and other transactions Processing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketing Follow up with prospective clients and clients Implementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learning Keeping up with system and regulatory changes Attending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.

Branch Office Administrator - Laguna Niguel, CA - Branch 86981
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