Branch Office Administrator

About the Role

Edward Jones is a Fortune 500 financial services firm focused on its clients and associates. The Branch Office Administrator (BOA) role provides administrative support to financial advisors, helping clients achieve their long-term financial goals. BOAs are a valued part of the client support team, contributing to the firm's success.

Key Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional client experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Learn and understand the financial services industry for account opening, handling account transfers, and other requests.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Work independently at the direction of the financial advisor.
• Handle administrative tasks including scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives.
• Streamline processes with updating SOPs and strategically execute on the branch business plan.

Requirements & Tech Stack

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Strong computer literacy with willingness to learn new technology and programs.
• MoneyGuide
• Salesforce
• Microsoft Office products
• Other firm-provided software.

Qualifications

• Aptitude to learn and understand the financial services industry.
• Strong ability to work independently.

Additional Information

• Edward Jones provides comprehensive training, including peer mentorship.
• Associates benefit from a wide support network.
• Opportunities for continuous improvement and professional development.
• An inclusive environment where different viewpoints are valued.
• Rewards program recognizing individual efforts.
• Full-time associates receive medical and prescription drug, dental, vision, voluntary benefits, 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.
• Edward Jones offers a 401k retirement plan, health savings account, and flexible spending account.
• Observes ten paid holidays and provides 15 days of vacation for new associates, plus 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.
• Competitively compensated with a focus on human-centered approach and partnership.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, and individual performance.
• Opportunity for merit-based salary increases.