Non-Reg On-Caller - Northville, MI

Edward Jones Careers•Northville, 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 where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

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
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

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 (for part-time associates who work an average of at least 30 hours a week over a 12-month measurement period)
Health Savings Account (for part-time associates who work an average of at least 30 hours a week over a 12-month measurement period)
Flexible Spending Account (for part-time associates who work an average of at least 30 hours a week over a 12-month measurement period)
Voluntary Benefits (such as accident, hospital indemnity, and critical illness) (for part-time associates who work an average of at least 30 hours a week over a 12-month measurement period)
Well-being programs (such as the Employee Assistance Program) (for part-time associates who work an average of at least 30 hours a week over a 12-month measurement period)
Retirement Plan (if compensated for 1,000 hours of service during the plan year) (for part-time associates who work an average of at least 30 hours a week over a 12-month measurement period)
Paid sick leave (in locations that require accruals of paid sick leave and paid time off, for part-time associates based on their hours worked and consistent with applicable law)
Paid time off (in locations that require accruals of paid sick leave and paid time off, for part-time associates based on their hours worked and consistent with applicable law)
Various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance
Merit-based salary increases as you progress in the BOA role