Branch Office Administrator
About the role
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. 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.
What you'll do
- 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 for the upcoming year
- Actively listen for situations in the 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 experience
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members
- 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
- 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
What you'll bring
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software
Training & support
- 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
Benefits
- 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 provided at no cost to associates
- 401k retirement plan
- Tax-advantaged accounts: health savings account, and flexible spending account
- Ten paid holidays and 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
- Bonuses and profit sharing eligibility
- Employee Assistance Program
Compensation
Edward Jones offers competitive compensation including various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. There is also an opportunity for merit-based salary increases as you progress in the BOA role.