About the position
Join a financial services firm where your contributions are valued. 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 proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We 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. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
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 and handling account transfers
- Process account transactions, prepare documentation, and maintain accurate client records
- Handle various administrative tasks, including scheduling appointments and preparing materials for client meetings
- Manage correspondence and support marketing initiatives
- Streamline processes with updating SOPs and strategically execute on the branch business plan
- Demonstrate strong computer literacy and willingness to learn new technology and programs
Requirements
- Strong analytical thinking skills
- Attention to detail
- Adaptability
- Conversational skills
- Digital tool utilization
- Team collaboration
Benefits
- Medical and prescription drug coverage
- Dental and vision insurance
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage provided at no cost
- 401k retirement plan
- Health savings account and flexible spending account
- Ten paid holidays
- Fifteen 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
