Branch Office Administrator - Ferndale, WA

Edward Jones Careers • Ferndale, MI

1d • Onsite

About The Position

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. As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. It is a privately-owned firm focused on clients. The company's purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better our communities and society. Edward Jones is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging, valuing associates and their contributions.

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 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
• Handle account opening, 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 (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
• Eligibility for bonuses
• Profit sharing
• Employee Assistance Program

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