Branch Office Administrator

There's power in partnership.

You’re the kind of person who loves solving problems and building relationships – and that’s exactly what makes you essential to our branch teams. As a Branch Office Administrator at Edward Jones, you’ll be the first voice clients hear and the trusted resource they rely on. We’ll give you the tools, training, and support to make a meaningful impact every day – on your clients, your team, and your future.

Position

Schedule:

Full‑Time

Branch Address: 13920 City Center Dr Ste 220, Chino Hills, CA

As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to our clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

• Comprehensive 6‑month training including an experienced peer to 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 have a team of thousands backing you every step of the way

• 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 listening for situations in clients’ lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• Recognition of individual efforts through a rewards program that promotes a long‑term career, financial security, and well‑being for you and your family
• Full‑time Associates receive the following benefits:
• Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness)
• Short‑ and long‑term disability, basic life, and basic AD&DD coverage at no cost to associates
• 401(k) retirement plan and tax‑advantaged accounts:
  Health Savings Account and Flexible Spending Account
• Ten paid holidays and 15 days of vacation for new associates from January 1 of each year, plus sick time, personal days, and a paid day for volunteerism
• Potential bonuses and profit sharing; all associates eligible for the firm’s Employee Assistance Program

• Human‑centered approach to partnership, improving lives of clients, colleagues, and communities
• Bonus opportunities based on branch and firm profitability, plus individual performance
• Opportunity for merit‑based salary increases as you progress in the BOA role

Hiring Minimum: $26.10

Hiring Maximum: $28.26

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

A copy of the notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available ounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30..

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• Client Service: Provide exceptional service via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Build strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Aptitude to learn and understand the financial services industry. Handle account opening, transfers, and other…