Branch Office Administrator

About the Role

As a Branch Office Administrator (BOA), you'll team up with financial advisors to help clients achieve their long-term financial goals. You'll be a vital part of our team, providing seamless support to our clients, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

Support and Training

• 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

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 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

Skills

• 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

Benefits

• 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
• A rewards program that promotes a long-term career, your financial security and you and your family's well-being
• 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
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

Pay

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. 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. There is also an opportunity for merit-based salary increases as you progress in the BOA role.