Non-Reg On-Caller - Sandy, UT

Edward Jones Careers•Sandy, UT

1d•Onsite

About The Position

The Branch Office Administrator (BOA) role is a fulfilling career opportunity where individuals 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. Edward Jones serves over nine million clients, and BOAs are a valued part of the client support team, contributing to the firm's success with their unique experiences and professional backgrounds. As a Branch Office Administrator, you will be a vital part of the team, providing seamless support to clients, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers a fantastic opportunity to grow your career in a dynamic and rewarding environment, with comprehensive 6-month training including an experienced peer mentor and a wide support network. While often working independently, BOAs are backed by a team of thousands. Edward Jones is a Fortune 500 company, privately-owned, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm's purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. It is described as an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging, where associates are seen, heard, respected, and supported.

Requirements

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
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.
Strong ability to work independently at the direction of the financial advisor. 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.

Responsibilities

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking 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
Driving marketing activities such as planning and executing events

Benefits

A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
A rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Medical and prescription drug coverage
Health Savings Account
Flexible Spending Account
Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
Well-being programs (such as the Employee Assistance Program)
Retirement Plan (if compensated for 1,000 hours of service during the plan year)
Paid sick leave (in locations that require accruals of paid sick leave)
Paid time off (in locations that require accruals of paid time off)
Merit-based salary increases as you progress in the BOA role
Discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance