SunnyvaleRecruiter
the smart solution for Sunnyvale jobs

Branch Office Administrator - 59130 - Sunnyvale, CA

Company: Edward Jones
Location: Sunnyvale
Posted on: February 11, 2019

Job Description:

Job Description:

Play an important role in helping others - and yourself - achieve goals

Edward Jones is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision.

Each FA is supported by a Branch Office Administrator who

* Partners with the FA to build deep, trusted client relationships
* Enables the FA to focus on providing tailored, solutions-based advice, and
* Delivers exceptional client service.

Client service

Edward Jones FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the BOA. When clients have questions, the FA will often depend on the BOA to provide a timely response.

Client development

An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA deepen existing client relationships by recognizing opportunities during day-to-day client interactions, proactively preparing a variety of reports for scheduled appointments, and scheduling systematic contact activities.

Region and firm assistance

To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. While not required, experienced BOAs often volunteer for a program such as mentoring, BOA meeting planning or presentations. They help with an occasional branch visit, workshop or special project.

Certain BOAs will also have the opportunity to play a larger role in their region if their FA holds one of the key leadership positions. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a FA trainee for several weeks. In this case, the BOA can be called upon to help the new FAs become familiar with processing systems and office record keeping.

Office administration

This position is ideal for a well-organized person who enjoys multi-tasking and working with both technology and people. Daily office administration duties include assisting the FA in creating and meeting business plans, overseeing appointment setting and schedules, and processing deposits and transactions.

Investing in You

Working at Edward Jones offers many rewards, and our commitment to sharing the firm's success with those who create it makes our total return different from that of other firms. We recognize individual efforts through a competitive reward program and a unique culture that promotes a long-term career, contributes to your financial security, and encourages your and your family's well-being.

Company description

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Awards and Accolades

* For the 19th year, Edward Jones was named one of the "100 Best Companies to Work For--" by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.

From FORTUNE Magazine, February 15, 2018 -- 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.

Awards and Accolades

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

#KRT

Keywords: Edward Jones, Sunnyvale , Branch Office Administrator - 59130 - Sunnyvale, CA, Administration, Clerical , Sunnyvale, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Administration, Clerical Jobs


Data Entry Form Submitter
Description: Job Overview Mommy Jobs Online is now seeking PT or FT Data Entry Form Submitters to work a flexible weekly work schedule. The type of work you will be doing is submitting our companies contact information (more...)
Company: Mommy Jobs Online
Location: Sacramento
Posted on: 02/16/2019

Administrative Business Partner III
Description: Location: Mountain View, CADuration: 4-5 monthsJob Description Position Description Effectively collaborate with a variety of people and job
Company: ICONMA
Location: Mountain View
Posted on: 02/16/2019

Administrative Assistant
Description: Reata Pharmaceuticals is currently seeking a highly skilled and motivated administrative assistant. He/she will be responsible for document preparations and distributions, correspondences as well as filing (more...)
Company: Reata Pharmaceuticals
Location: San Francisco
Posted on: 02/16/2019


SAS Grid Admin
Description: Role: SAS Grid AdminLocation: Palo Alto, CAExperience: Senior
Company: Expedite Technology Solutions
Location: Palo Alto
Posted on: 02/16/2019

Home Office PT/FT
Description: Seeking a legit work from home opportunity Want to make your own hours and your own schedule Are you a team player, self-motivated,
Company: Ameriplan
Location: Elk Grove
Posted on: 02/16/2019

Data Entry - Remote
Description: Mommy Jobs Online is all about helping jobseekers find the right job working at home. Do you enjoy helping others Are you looking for a company with great benefits and monetary incentives We want to (more...)
Company: Mommy Jobs On Line
Location: Napa
Posted on: 02/16/2019

Data Entry Specialist - (Remote)
Description: Are you in search of a legitimate work-at-home career Look no further than Mommy Jobs Online Are you tired of being in traffic waiting hours to get to work Are you tired of not being able to spend (more...)
Company: Mommy Jobs Online
Location: North Highlands
Posted on: 02/16/2019

Administrative Assistant Sales - Walnut Creek, CA - Western Mountain pacific Sales (17002H11)
Description: Heres To Your Journey with is one of Corporate Internationals 30 renowned hotel brands. As the worlds leading Hospitality Company, we offer unmatched opportunities for associates to grow and succeed. (more...)
Company: Marriott
Location: Walnut Creek
Posted on: 02/16/2019

At Home Data Entry
Description: At Home Data Entry We perform forensic quality laboratory analysis for drugs and alcohol to prevent substance abuse in the workplace. In addition to our analysis being accurate, rapid,
Company: Mommy Jobs Online
Location: Lincoln
Posted on: 02/16/2019

Data Entry Specialist/Training Provided/Telecommute
Description: At Home Data Entry Specialist Mommy Jobs Online is seeking professional Data Entry Specialist to perform administrative duties. We are now seeking remote Data Entry Specialist to copy and paste data profile (more...)
Company: Mommy Jobs Online
Location: North Highlands
Posted on: 02/16/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Sunnyvale RSS job feeds