Edward Jones
Branch Office Administrator - Whitefish, MT
Edward Jones, Whitefish, Montana, United States, 59937
Overview
Opportunity Overview: The Branch Office Administrator (BOA) role provides administrative support to a financial advisor or a team of financial advisors. BOAs assist clients in achieving their long-term financial goals. We’re proud to serve over nine million clients and value diverse viewpoints to help achieve results. Role Summary
As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a great opportunity to grow your career in a dynamic and rewarding environment. What you’ll receive: Comprehensive 6-month training including an experienced peer mentor A wide support network from your branch office to your region and the home office You’ll often work independently but will have thousands of colleagues backing you Responsibilities
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 clients’ lives that may indicate a need for additional services Drive marketing activities such as planning and executing events Qualifications & Skills
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements
Client 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. Account Management:
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. Administrative & Operational Support:
Work independently at the direction of the financial advisor. Handle scheduling, meeting preparation, correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan. Technology:
Proficiency with computers and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software. Company Description
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 are privately owned and focused on serving our clients. Our purpose is to pair for positive impact to improve lives and communities. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and belonging. We value diverse viewpoints and believe people are at the center of our partnership. For more information, view our Purpose, Inclusion and Citizenship Report. Awards and Accolades
We are proud of our associates’ contributions and recognitions. Check out our U.S. and Canadian awards and accolades information on our Insights & Information content. Position Schedule
Full-Time Position Type
Branch Support - BOA EEO Statement
Edward Jones does not discriminate on the basis of race, color, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law. Recruiter
Cheryl Nishimura Salary Information
You can also expect… A culture of continuous improvement and professional development An inclusive environment where diverse viewpoints are valued Rewards programs recognizing individual efforts and supporting long-term career, financial security, and well-being Full-time benefits including medical, dental, vision, disability, life insurance, 401k and HSA/ FSA, paid holidays and vacation, sick time, personal days, and volunteer time off. Bonuses and profit sharing may be available. Benefits details are provided on the benefits page. Compensation Edward Jones emphasizes a human-centered approach and offers compensation programs including potential bonuses based on branch and firm profitability and individual performance. Salary ranges may vary; merit-based increases are possible as you progress in the BOA role. Country United States
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Opportunity Overview: The Branch Office Administrator (BOA) role provides administrative support to a financial advisor or a team of financial advisors. BOAs assist clients in achieving their long-term financial goals. We’re proud to serve over nine million clients and value diverse viewpoints to help achieve results. Role Summary
As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to clients. You’ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a great opportunity to grow your career in a dynamic and rewarding environment. What you’ll receive: Comprehensive 6-month training including an experienced peer mentor A wide support network from your branch office to your region and the home office You’ll often work independently but will have thousands of colleagues backing you Responsibilities
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 clients’ lives that may indicate a need for additional services Drive marketing activities such as planning and executing events Qualifications & Skills
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements
Client 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. Account Management:
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. Administrative & Operational Support:
Work independently at the direction of the financial advisor. Handle scheduling, meeting preparation, correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan. Technology:
Proficiency with computers and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software. Company Description
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 are privately owned and focused on serving our clients. Our purpose is to pair for positive impact to improve lives and communities. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and belonging. We value diverse viewpoints and believe people are at the center of our partnership. For more information, view our Purpose, Inclusion and Citizenship Report. Awards and Accolades
We are proud of our associates’ contributions and recognitions. Check out our U.S. and Canadian awards and accolades information on our Insights & Information content. Position Schedule
Full-Time Position Type
Branch Support - BOA EEO Statement
Edward Jones does not discriminate on the basis of race, color, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law. Recruiter
Cheryl Nishimura Salary Information
You can also expect… A culture of continuous improvement and professional development An inclusive environment where diverse viewpoints are valued Rewards programs recognizing individual efforts and supporting long-term career, financial security, and well-being Full-time benefits including medical, dental, vision, disability, life insurance, 401k and HSA/ FSA, paid holidays and vacation, sick time, personal days, and volunteer time off. Bonuses and profit sharing may be available. Benefits details are provided on the benefits page. Compensation Edward Jones emphasizes a human-centered approach and offers compensation programs including potential bonuses based on branch and firm profitability and individual performance. Salary ranges may vary; merit-based increases are possible as you progress in the BOA role. Country United States
#J-18808-Ljbffr