Senior Branch Office Administrator- St Henry, OH

Edward Jones

15d • Onsite

About The Position

The Senior Branch Office Administrator (Sr. BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. Sr. BOAs work with financial advisors to help clients pursue their long-term financial goals and may work independently while receiving support from peers, the branch, region, and home office. The position includes comprehensive training and peer mentoring.

The Sr. BOA provides personalized service, supports the annual business planning process, listens for client needs that may indicate a need for additional services, and drives marketing activities such as planning and executing events. The role also encompasses client service, account management, administrative and operational support, and use of firm-provided technology.

Edward Jones is a privately owned financial services firm serving more than nine million clients, with 20,000 financial advisors across the U.S. and Canada. The company describes its purpose as partnering for positive impact to improve the lives of clients and colleagues and better communities and society.

Requirements

• At least 5 years of related experience in financial services, banking, or legal work, plus demonstrated job progression or increased responsibility.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Strong ability to work independently at the direction of the financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Provide exceptional client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Support client accounts, including account opening, account transfers, and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Provide administrative and operational support at the direction of the financial advisor, including scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Take an active role in the annual business planning process and assist with developing strategies for the upcoming year.
• Listen for situations in clients' lives that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage at no cost to associates
• 401(k) 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
• Paid day for volunteerism
• Potential bonus opportunities
• Potential profit sharing
• Employee Assistance Program
• Merit-based salary increases as associates progress in the role
• Comprehensive training and peer mentoring
• Professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed