Senior Branch Office Administrator

About Us

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 and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

About the Role

The Senior Branch Office Administrator (Sr. BOA) teams up with financial advisors to help clients achieve their long-term financial goals. As a Sr. BOA, you will provide administrative support to a financial advisor or a team of financial advisors, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers a dynamic and rewarding environment with opportunities for career growth.

Support and Development

• 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

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 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 execute on the branch business plan
• Utilize technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software

Requirements

• 5+ years of related financial services, banking, or legal experience with demonstrated job progression and responsibility
• Strong analytical thinking and attention to detail
• Adaptability and conversational skills
• Proficiency in digital tool utilization and willingness to learn new technology
• Ability to work independently and collaborate effectively within a team

Benefits

Full-time associates receive the following benefits:

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness insurance)
• Short- and long-term disability coverage (provided at no cost)
• Basic life and basic AD&D coverage (provided at no cost)
• 401k retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• 10 paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

Pay

The hiring minimum and maximum range shown is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role. Compensation includes bonus opportunities based on branch and firm profitability, along with individual performance.