About The Position
The Senior Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and referral sources, support account-related processes, assist with branch operations and marketing, and contribute to business planning. The position may involve working independently while receiving training, mentorship, and support from branch, regional, and home-office teams. The role includes comprehensive training and access to an experienced peer mentor and a broad support network. Edward Jones describes itself as a privately owned financial services firm serving more than nine million clients, with over 20,000 financial advisors across the U.S. and Canada. Its stated purpose is to partner for positive impact and improve the lives of clients and colleagues while contributing to communities and society.
Requirements
- At least 5 years of related financial services, banking, or legal experience, with demonstrated job progression or increased responsibility.
- Analytical thinking.
- Attention to detail.
- Adaptability.
- Conversational skills.
- Digital tool utilization.
- Team collaboration.
- Ability to work independently at the direction of a 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, resolve issues, and develop relationships with clients, referral sources, and internal support team members.
- Support client accounts, including account opening, transfers, transactions, documentation, and record maintenance, at the direction of the financial advisor.
- Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative and operational tasks.
- Assist with the branch business plan and annual business planning, including developing strategies for the upcoming year and executing on the plan.
- Listen for situations in clients' lives that may indicate a need for additional services.
- Plan and execute marketing activities and events, and support other marketing initiatives.
- Help streamline processes by updating standard operating procedures (SOPs).
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
- 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
- Professional development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
