Sr BOA
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’re 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 is an opportunity to grow your career in a dynamic and rewarding environment with comprehensive support, including a 6-month training program and a wide network of resources.
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, resolve issues, and ensure an exceptional experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Manage account opening, 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.
- Streamline processes by updating SOPs and strategically execute on the branch business plan.
- Utilize and learn new 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, plus demonstration of job progression and responsibility.
- Strong analytical thinking, attention to detail, and adaptability.
- Excellent conversational and team collaboration skills.
- Strong computer literacy with a willingness to learn new technology and programs.
- Aptitude to learn and understand the financial services industry.
- Ability to work independently at the direction of the financial advisor.
Skills
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
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).
- Short- and long-term disability, basic life, and basic AD&D coverage (provided at no cost).
- 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
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.