Edward Jones
Branch Office Administrator - Gold River, CA
Edward Jones, Gold River, California, United States
Branch Office Administrator - Gold River, CA
Pay Competitive Location: Gold River, California Employment type: Full-Time Job Description
Req#: 105053BR Opportunity Overview
As a Branch Office Administrator (BOA), you will partner with financial advisors to help 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. We serve over nine million clients. BOAs are a valued part of the client support team, and we value diverse experiences and 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 our clients. You\'ll support client accounts, facilitate communication, and ensure a positive client experience. This is a strong opportunity to grow your career in a dynamic environment. We’ll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer mentor A wide support network from your branch to region and home office Opportunities to work independently with thousands backing you Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to develop strategies for the upcoming year Actively listening for situations in clients\' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Position Requirements
What skills would make you a successful BOA?
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 various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updating SOPs and execute the branch business plan. Technology:
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to 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. We believe this makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades
We are building a place where everyone feels like they belong. We\'re proud of our associates\' contributions and the recognitions we have received. Check out our U.S. and Canadian awards and accolades on the Insights & Information Blog posts about Edward Jones. Position Schedule
Full-Time Position Type
Branch Support - BOA EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Recruiter
Tiayun Burkett Salary Information
You can also expect… A culture of continuous improvement and professional development that respects individuals and their unique contributions An inclusive environment where diverse viewpoints are valued to achieve results Rewards program recognizing individual efforts for long-term career, financial security, and well-being Full-time associates receive comprehensive benefits including medical, dental, vision, disability, life, 401k, health accounts, holidays, vacation, sick time, personal days, and volunteer day. Bonuses and profit sharing may be available. Access to Employee Assistance Program. For more information on benefits, please visit the benefits page. You\'ll be competitively compensated… Edward Jones uses a human-centered approach to positively impact clients, colleagues, and communities Compensation includes discretionary and variable programs with bonuses based on branch and firm profitability and individual performance The listed salary range is a subset of the total pay range; merit-based increases may occur as you progress Country United States About the company
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides accommodations for qualified applicants with disabilities. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires new hires to complete Form I-9 and present proof of identity and work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit and data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
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Pay Competitive Location: Gold River, California Employment type: Full-Time Job Description
Req#: 105053BR Opportunity Overview
As a Branch Office Administrator (BOA), you will partner with financial advisors to help 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. We serve over nine million clients. BOAs are a valued part of the client support team, and we value diverse experiences and 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 our clients. You\'ll support client accounts, facilitate communication, and ensure a positive client experience. This is a strong opportunity to grow your career in a dynamic environment. We’ll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer mentor A wide support network from your branch to region and home office Opportunities to work independently with thousands backing you Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to develop strategies for the upcoming year Actively listening for situations in clients\' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Position Requirements
What skills would make you a successful BOA?
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 various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updating SOPs and execute the branch business plan. Technology:
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to 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. We believe this makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades
We are building a place where everyone feels like they belong. We\'re proud of our associates\' contributions and the recognitions we have received. Check out our U.S. and Canadian awards and accolades on the Insights & Information Blog posts about Edward Jones. Position Schedule
Full-Time Position Type
Branch Support - BOA EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Recruiter
Tiayun Burkett Salary Information
You can also expect… A culture of continuous improvement and professional development that respects individuals and their unique contributions An inclusive environment where diverse viewpoints are valued to achieve results Rewards program recognizing individual efforts for long-term career, financial security, and well-being Full-time associates receive comprehensive benefits including medical, dental, vision, disability, life, 401k, health accounts, holidays, vacation, sick time, personal days, and volunteer day. Bonuses and profit sharing may be available. Access to Employee Assistance Program. For more information on benefits, please visit the benefits page. You\'ll be competitively compensated… Edward Jones uses a human-centered approach to positively impact clients, colleagues, and communities Compensation includes discretionary and variable programs with bonuses based on branch and firm profitability and individual performance The listed salary range is a subset of the total pay range; merit-based increases may occur as you progress Country United States About the company
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides accommodations for qualified applicants with disabilities. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires new hires to complete Form I-9 and present proof of identity and work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit and data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
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