Branch Office Administrator

divh2Branch Office Administrator/h2pWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals./ppIf 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. Were 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./ppAs a Branch Office Administrator, youll be a vital part of our team, providing seamless support to our clients. Youll 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./ppWell give you the support you need. Our team will be there every step of the way, providing:/pulliComprehensive 6-month training including an experienced peer to help mentor you/liliA wide support network that extends from your branch office to your region to the home office/liliYoull often work independently but will have a team of thousands backing you every step of the way/li/ulpCan you see yourself.../pulliDelivering exceptional personalized service to ensure clients feel understood and informed/liliTaking an active role in the annual business planning process to assist in developing strategies for the upcoming year/liliActively listening for situations in the clients lives that may indicate a need for additional services/liliDriving marketing activities such as planning and executing events/li/ulpYou can also expect.../pulliA culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions/liliAn inclusive environment where everyones different viewpoints are valued and help to achieve results/liliWe recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your familys well-being/liliFull-time associates receive the following benefits: Edward Jones compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic ADD coverage. Short- and long-term disability, basic life, and basic ADD coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firms Employee Assistance Program./li/ulpYoull be competitively compensated.../pulliEdward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities./liliEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance./liliThe hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role./liliHiring Minimum: $21.38/liliHiring Maximum: $22.71/li/ulpSkills/Requirements/ppWhat skills would make you a successful BOA?/pulliAnalytical Thinking/liliAttention to Detail/liliAdaptability/liliConversational Skills/liliDigital Tool Utilization/liliTeam Collaboration/li/ulpRole Requirements/pulliClient Service: 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./liliAccount Management: Aptitude to learn and understand the financial services industry. Includes 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./liliAdministrative Operational Support: 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./liliTechnology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software./li/ulpAbout Us/ppJoin a financial services firm where your contributions are valued. 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, were 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./p/div