Senior Branch Office Administrator- Columbus, WI
About The Position
The Senior Branch Office Administrator (Sr. BOA) role supports financial advisors in helping clients achieve their long-term financial goals. The primary role is to provide administrative support to a financial advisor or a team of multiple financial advisors. Edward Jones serves over nine million clients, and Sr. BOAs are a valued part of the client support team. The company values different viewpoints to help achieve results. As a Sr. Branch Office Administrator, you'll be a vital part of the team, providing seamless support to clients, supporting client accounts, facilitating communication, and ensuring a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment. The company provides comprehensive 6-month training, including an experienced peer mentor, a wide support network, and a team of thousands backing you. You'll deliver exceptional personalized service, take an active role in annual business planning, listen for client needs, and drive marketing activities such as planning and executing events. Additional discretionary compensation may be available based on branch and individual performance.
Requirements
- 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- 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, and 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
- Medical and prescription drug coverage
- Dental coverage
- Vision coverage
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short-term disability coverage
- Long-term disability coverage
- Basic life coverage
- Basic AD&D coverage
- 401k retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates
- Sick time
- Personal days
- A paid day for volunteerism
- Potential for bonuses
- Potential for profit sharing
- Employee Assistance Program
- Discretionary compensation based on branch and individual performance
- Merit-based salary increases
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
