Branch Office Administrator

About the Role

Edward Jones is a financial services firm where your contributions are valued. We are a Fortune 500 company that places focus on our clients and colleagues. As a Branch Office Administrator (BOA), you will team up with financial advisors to help clients achieve their long-term financial goals by providing administrative support.

Role Summary

As a Branch Office Administrator, you will be a vital part of the team, providing seamless support to clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

Support Provided

• Comprehensive 6-month training, including an experienced peer mentor.
• A wide support network from your branch office to the home office.
• Independent work with a large support team.

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

Key Responsibilities

• 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: Learn and understand the financial services industry, including 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: 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. 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 a willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Qualifications

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

Edward Jones Culture & Benefits

• A culture of continuous improvement and professional development.
• An inclusive environment where different viewpoints are valued.
• A rewards program that promotes a long-term career.
• Full-time associates receive: Medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
• Provided at no cost to associates: Short- and long-term disability, basic life, and basic AD&D coverage.
• Retirement & Tax-Advantaged Accounts: 401k retirement plan, health savings account, and flexible spending account.
• Time Off: Ten paid holidays and 15 days of vacation for new associates, sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.