Edward Jones
Opportunity Overview
Branch Office Administrator (BOA)
role may be the right opportunity for you. BOAs partner 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 financial advisors. We serve over nine million clients. Our BOAs are a valued part of the client support team, and we value diverse experiences and professional backgrounds to achieve results. Role Summary:
As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You will support client accounts, facilitate communication, and help ensure a positive client experience. This is a growth opportunity in a dynamic and rewarding environment. Support and Training:
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 to mentor you A wide support network extending from your branch office to your region and the home office Opportunities to work independently with thousands of colleagues 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 help 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 by updating SOPs and executing 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: 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 a great place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹ Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades Edward Jones values every associate’s contributions. Check out our U.S. and Canadian awards and accolades in our Insights & Information posts. 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 Jason Vaught 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 help achieve results A rewards program recognizing individual efforts for long-term career, financial security, and well-being Full-time associates receive a benefits package including medical and prescription drug, dental, vision, voluntary benefits, disability and life coverage, a 401k plan, and tax-advantaged accounts. Paid holidays, vacation, sick time, personal days, and a paid volunteer day are provided. Bonuses and profit sharing may be available. Details on benefits are on the benefits page. You’ll be competitively compensated… Edward Jones uses a human-centered approach to positively impact clients, colleagues, and communities. We share success with associates through discretionary and variable compensation, including bonuses based on branch and firm profitability and individual performance. The pay range shown is a subset of the total range; there is potential for merit-based salary increases as you progress in the BOA role. Country United States
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Branch Office Administrator (BOA)
role may be the right opportunity for you. BOAs partner 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 financial advisors. We serve over nine million clients. Our BOAs are a valued part of the client support team, and we value diverse experiences and professional backgrounds to achieve results. Role Summary:
As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients. You will support client accounts, facilitate communication, and help ensure a positive client experience. This is a growth opportunity in a dynamic and rewarding environment. Support and Training:
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 to mentor you A wide support network extending from your branch office to your region and the home office Opportunities to work independently with thousands of colleagues 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 help 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 by updating SOPs and executing 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: 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 a great place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹ Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades Edward Jones values every associate’s contributions. Check out our U.S. and Canadian awards and accolades in our Insights & Information posts. 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 Jason Vaught 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 help achieve results A rewards program recognizing individual efforts for long-term career, financial security, and well-being Full-time associates receive a benefits package including medical and prescription drug, dental, vision, voluntary benefits, disability and life coverage, a 401k plan, and tax-advantaged accounts. Paid holidays, vacation, sick time, personal days, and a paid volunteer day are provided. Bonuses and profit sharing may be available. Details on benefits are on the benefits page. You’ll be competitively compensated… Edward Jones uses a human-centered approach to positively impact clients, colleagues, and communities. We share success with associates through discretionary and variable compensation, including bonuses based on branch and firm profitability and individual performance. The pay range shown is a subset of the total range; there is potential for merit-based salary increases as you progress in the BOA role. Country United States
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