Branch Office Administrator
About the Company
Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are a privately-owned firm focused on improving the lives of our clients rather than shareholder returns. Our purpose is to partner for positive impact—to improve the lives of our clients, colleagues, and communities. We are an innovative, flexible, and inclusive organization that values diverse viewpoints and fosters a sense of belonging.
About the Role
The Branch Office Administrator (BOA) role is a vital part of our team, providing administrative support to financial advisors to help clients achieve their long-term financial goals. BOAs are a valued part of the client support team, contributing unique experiences and professional backgrounds to drive success.
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 clients' lives that may indicate a need for additional services.
- Drive marketing activities such as planning and executing events.
- Provide exceptional client service via inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
- 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 processing transactions 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.
- Streamline processes by updating SOPs and strategically executing the branch business plan.
- Utilize and 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
Requirements
- Strong ability to work independently at the direction of the financial advisor.
- Strong computer literacy with a willingness to learn new technology and programs.
Training and Support
- Comprehensive 6-month training, including mentorship from an experienced peer.
- A wide support network extending from your branch office to your region and the home office.
- Opportunity to work independently while backed by a team of thousands.
Benefits
- Medical and prescription drug coverage.
- Dental and vision insurance.
- Voluntary benefits (e.g., accident, hospital indemnity, critical illness).
- Short- and long-term disability coverage (provided at no cost).
- Basic life and basic AD&D insurance (provided at no cost).
- 401k retirement plan.
- Tax-advantaged accounts: Health Savings Account (HSA) and Flexible Spending Account (FSA).
- 10 paid holidays.
- 15 days of vacation for new associates beginning January 1 of each year.
- Sick time, personal days, and a paid day for volunteerism.
- Eligibility for bonuses and profit sharing.
- Employee Assistance Program (EAP).
Pay
The hiring minimum and maximum range is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Compensation includes bonus opportunities based on branch and firm profitability, as well as individual performance.
Schedule
Full-time position.