Branch Office Administrator - Richland, WA

Edward Jones Careers • Richland, WA

1d • Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is an opportunity for individuals seeking a fulfilling career. BOAs collaborate with financial advisors to assist clients in achieving their long-term financial objectives. The primary function of the BOA is to offer administrative support to one or more financial advisors. Edward Jones serves over nine million clients, and BOAs are a crucial part of the client support team, with their diverse experiences and professional backgrounds contributing significantly to the firm's success. The role involves providing seamless support to clients, managing client accounts, facilitating communication, and ensuring a positive client experience. This position offers a chance for career growth in a dynamic and rewarding environment, supported by comprehensive 6-month training, including mentorship from an experienced peer, and a broad support network extending from the branch office to the home office. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. As a privately-owned firm, it prioritizes clients over shareholder returns. The company's purpose is to partner for positive impact, improving the lives of clients, colleagues, and communities. Edward Jones 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
• 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
• 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, 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 (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 (may be eligible)
• Profit sharing (may be eligible)
• 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