Branch Office Administrator - Greeley, CO

Edward Jones Careers • Greeley, CO

1d • Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is a fulfilling career opportunity where individuals team up with financial advisors to help clients achieve their long-term financial goals. The primary responsibility of a BOA is to provide comprehensive administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a vital part of the client support team, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This position offers a fantastic opportunity for career growth in a dynamic and rewarding environment, supported by a comprehensive 6-month training program, including mentorship from an experienced peer, and a wide support network extending from the branch office to the home office. Edward Jones is a Fortune 500 company, privately-owned, serving over nine million clients with 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 to better communities and society. It is described as an innovative, flexible, and inclusive organization that values diverse viewpoints and fosters a sense of belonging, aiming to be a place where associates feel seen, heard, respected, and supported.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Aptitude to learn and understand the financial services industry
• Strong ability to work independently at the direction of the financial advisor
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

Responsibilities

• Provide administrative support to a financial advisor or a team of multiple financial advisors
• Provide seamless support to clients
• Support client accounts
• Facilitate communication
• Ensure a positive client experience
• 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 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, handling account 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 with updating SOPs and strategically execute on the branch business plan

Benefits

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• 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
• Rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage (provided at no cost to associates)
• Basic life coverage (provided at no cost to associates)
• Basic AD&D coverage (provided at no cost to associates)
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time
• Personal days
• A paid day for volunteerism
• Bonuses
• Profit sharing
• Employee Assistance Program
• Merit-based salary increases

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees