Branch Office Administrator
Role Summary
As a Branch Office Administrator (BOA), 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.
Role Requirements
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.
Aptitude to learn and understand the financial services industry. Includes 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.
Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Skills
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Compensation & Benefits
Competitive compensation and benefits package including:
- Medical and prescription drug, dental, vision, voluntary benefits
- Short- and long-term disability, basic life, and basic AD&D coverage (provided at no cost)
- 401(k) retirement plan, tax-advantaged accounts (health savings account, flexible spending account)
- Ten paid holidays and 15 days of vacation per year
- Paid sick time, personal days, and a paid day for volunteerism
- Opportunities for bonuses and profit sharing
Employee Assistance Program
Benefits available to Edward Jones associates can be found on the benefits page.
About Edward Jones
- Edward Jones is a Fortune 500¹ company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada.
- We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
- We believe in a human-centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
- We are committed to diversity, equity, and inclusion, and we strive to create a workplace where everyone feels like they belong.
Equal Opportunity Employer
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.