Talent.com
Branch Office Administrator
Branch Office AdministratorEdward Jones • Westlake Village, CA, United States
Branch Office Administrator

Branch Office Administrator

Edward Jones • Westlake Village, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team .

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule : Full-Time

Branch Address : 2629 Townsgate Rd Suite 135, Westlake Village, CA

This job posting is anticipated to remain open for 30 days, from 31-Oct-2025. The posting may close early due to the volume of applicants.

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. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary :

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.

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
  • You can also expect...

  • 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.
  • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
  • Full-time Associates receive the following benefits :
  • 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 .

    You'll be competitively compensated...

  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
  • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
  • Hiring Minimum : $26.10

    Hiring Maximum : $27.74

    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 a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

    Read More About Job Overview

    Skills / Requirements

    What skills would make you a successful BOA?

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

  • Client Service : Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
  • Account Management : Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
  • Administrative & Operational Support : Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
  • Technology : Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
  • Read More About Skills / Requirements

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Read More About Awards & Accolades

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    Create a job alert for this search

    Office Administrator • Westlake Village, CA, United States

    Related jobs
    Front Office Administrator

    Front Office Administrator

    DCS Clinical • Beverly Hills, CA, US
    Full-time
    Our client has a thriving private dental practice located in Beverly Hills CA, is seeking an experienced and driven Front Office Administrator to lead their team. This role involves managing staff, ...Show more
    Last updated: 30+ days ago • Promoted
    Office Administrator / Front Desk Servces (Non-profit / Co-Working Space)

    Office Administrator / Front Desk Servces (Non-profit / Co-Working Space)

    LACI • Los Angeles, CA, US
    Full-time
    The Office Administrator at LACI ensures proper flow of front desk and office procedures, supports LACI and the La Kretz Innovation Center (a co-working space in the Arts District) by carrying out ...Show more
    Last updated: 24 days ago • Promoted
    Front Office Medical Assistant- BURBANK

    Front Office Medical Assistant- BURBANK

    TEKsystems • Burbank, CA, United States
    Full-time
    Job Title : • Front Office Medical Assistant.Schedule : • 3 days per week, 10 : 30 AM - 11 : 00 PM.Interview Date : • October 21- October 24th. Job Description • We are seeking a •Front Office Medical Assistan...Show more
    Last updated: 14 days ago • Promoted
    Branch Teller I (or II)-Woodland Hills-PT 30hrs

    Branch Teller I (or II)-Woodland Hills-PT 30hrs

    Logix Federal Credit Union • Woodland Hills, CA, United States
    Part-time
    Branch Teller I (or II)-Woodland Hills-PT 30hrs.Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products.Also generates re...Show more
    Last updated: 30+ days ago • Promoted
    Office Admin

    Office Admin

    Essel • Long Beach, CA, US
    Full-time
    We are looking for a diligent Office Administrator to manage office's daily operations with a background in Waste Management or land fill is needed. They must provide administrative support to v...Show more
    Last updated: 30+ days ago • Promoted
    Office Administrator

    Office Administrator

    TradeJobsWorkforce • 90059 Los Angeles, CA, US
    Full-time
    Office Administrator Job Duties : Supports company operations by maintaining office systems and superv...Show more
    Last updated: 30+ days ago • Promoted
    Partner Success & Growth Coordinator - In Office Position

    Partner Success & Growth Coordinator - In Office Position

    Vigilance Health • Thousand Oaks, CA, US
    Full-time
    Partner Success & Growth Coordinator.We support community health centers and other health care organizations nation-wide and help them overcome the major barriers to value-based care.Our remote...Show more
    Last updated: 30+ days ago • Promoted
    Office Administrator

    Office Administrator

    IDR, Inc. • Beverly Hills, CA, US
    Full-time
    This role is pivotal in ensuring the smooth operation of our client's team by managing staff and provider scheduling in a high-volume environment. If you are looking for an opportunity to join a...Show more
    Last updated: 11 days ago • Promoted
    Medical Office Administrator

    Medical Office Administrator

    WinCorp Solutions • Beverly Hills, CA, US
    Full-time
    WinCorp Solutions is seeking an Office Administrator to serve as a consultant for our client, a nonprofit academic healthcare organization. This is a full-time consulting opportunity.We provide desi...Show more
    Last updated: 25 days ago • Promoted
    Office Administrator / Front Desk Services (Non-profit / Co-Working Space)

    Office Administrator / Front Desk Services (Non-profit / Co-Working Space)

    LACI • Los Angeles, CA, US
    Full-time
    The Los Angeles Cleantech Incubator (LACI) is a nonprofit organization creating an inclusive green economy by unlocking innovation (through working with startups to accelerate the commercialization...Show more
    Last updated: 19 days ago • Promoted
    Assistant Contract Administrator – Front Office

    Assistant Contract Administrator – Front Office

    Tecta & Schwickerts • Van Nuys, CA, US
    Full-time
    With 75 years of trusted service, Eberhard delivers unmatched efficiency, reliability, and expertise in commercial roofing—driven by integrity, loyalty, and a deep commitment to our customers, empl...Show more
    Last updated: 30+ days ago
    CSR Admin.

    CSR Admin.

    AppleOne • Thousand Oaks, CA, US
    Full-time
    Role is on-site in Thousand Oaks, CA.Hours : Monday - Friday with rotating weekend hours as well.We are looking for a motivated and organized Customer Service Representative / Administrative Support...Show more
    Last updated: 20 hours ago • Promoted • New!
    Mortgage Loan Closing Assistant

    Mortgage Loan Closing Assistant

    TEKsystems • Moorpark, CA, United States
    Full-time
    The Home Loan Specialist will be responsible for supporting the Closing department, Funding department, and Financial departments by answering phone calls from customers who have questions and assi...Show more
    Last updated: 7 days ago • Promoted
    Branch Teller I (or II)-Woodland Hills-Hire Ahead-PT 30hrs

    Branch Teller I (or II)-Woodland Hills-Hire Ahead-PT 30hrs

    Logix Federal Credit Union • Woodland Hills, CA, United States
    Part-time
    Branch Teller I (or II)-Woodland Hills-Hire Ahead-PT 30hrs.Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products.Also g...Show more
    Last updated: 30+ days ago • Promoted
    Office Administrator

    Office Administrator

    Certerra • Long Beach, CA, US
    Full-time
    CERTERRA (formerly RMA Companies) is a growing national provider of testing, inspection, and certification services that support innovation in new product development, quality assurance, for projec...Show more
    Last updated: 26 days ago • Promoted
    Branch Office Administrator

    Branch Office Administrator

    Edward Jones • Long Beach, CA, United States
    Full-time
    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field as...Show more
    Last updated: 4 days ago • Promoted
    Branch Teller I (or II)-Porter Ranch-Hire Ahead-PT 30hrs

    Branch Teller I (or II)-Porter Ranch-Hire Ahead-PT 30hrs

    Logix Federal Credit Union • Porter Ranch, CA, United States
    Part-time
    Branch Teller I (or II)-Porter Ranch-Hire Ahead-PT 30hrs.Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products.Also gen...Show more
    Last updated: 30+ days ago • Promoted
    Administrative Assistant - In House

    Administrative Assistant - In House

    Royal Staffing Services • Encino, CA, US
    Full-time
    Administrative Assistant - In House Responsible for maintaining the department calendar and schedules related appointments. coordinates activities of numerous departments ensuring functions that ar...Show more
    Last updated: 12 days ago • Promoted