Branch Office Administrator - San Antonio, TX

Edward Jones Careers•San Antonio, TX

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 the BOA is to provide comprehensive administrative support to one or more financial advisors. Edward Jones prides itself on serving over nine million clients and values the unique experiences and professional backgrounds of its BOAs, who are a vital part of the client support team. As a BOA, you will provide seamless support to clients, manage client accounts, facilitate communication, and ensure a positive client experience. This role 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, privately-owned financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The company's purpose is to partner for positive impact, improving the lives of clients, colleagues, and communities. It is an innovative, flexible, and inclusive organization that fosters performance excellence and a sense of belonging, ensuring 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
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 (provided at no cost to associates)
Basic life insurance (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
Eligibility for bonuses
Eligibility for profit sharing
Employee Assistance Program