Edward Jones
Branch Office Administrator - Poulsbo, WA
Edward Jones, Poulsbo, Washington, United States, 98370
Opportunity Overview
Branch Office Administrator (BOA)
role provides administrative support to a financial advisor or a team of advisors and helps clients achieve their long-term financial goals. We serve over nine million clients. Our BOAs are a valued part of the client support team, and we value diverse viewpoints to 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 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. What you'll receive: Comprehensive 6-month training including an experienced peer to mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of 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 assist in developing strategies for the upcoming year Actively listening for situations in the 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:
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. Administrative & 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. 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 where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're 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. View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones. Check out our Canadian awards and accolades: Insights & Information Blog Postings 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
Kristine Moore Salary Information
You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive a comprehensive benefits package including medical and prescription drug, dental, vision, voluntary benefits, disability and life coverage, 401k, health accounts, paid holidays, vacation, sick time, personal days, and volunteer day. Additional details are available on the benefits page. You'll be competitively compensated… Edward Jones believes in a human-centered approach to positively impact clients, colleagues, and communities As a privately held firm, we offer discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance The pay range shown is a subset of the total pay range; merit-based salary increases may occur as you progress in the BOA role Country United States
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Branch Office Administrator (BOA)
role provides administrative support to a financial advisor or a team of advisors and helps clients achieve their long-term financial goals. We serve over nine million clients. Our BOAs are a valued part of the client support team, and we value diverse viewpoints to 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 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. What you'll receive: Comprehensive 6-month training including an experienced peer to mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of 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 assist in developing strategies for the upcoming year Actively listening for situations in the 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:
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. Administrative & 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. 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 where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're 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. View our Purpose, Inclusion and Citizenship Report. Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones. Check out our Canadian awards and accolades: Insights & Information Blog Postings 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
Kristine Moore Salary Information
You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive a comprehensive benefits package including medical and prescription drug, dental, vision, voluntary benefits, disability and life coverage, 401k, health accounts, paid holidays, vacation, sick time, personal days, and volunteer day. Additional details are available on the benefits page. You'll be competitively compensated… Edward Jones believes in a human-centered approach to positively impact clients, colleagues, and communities As a privately held firm, we offer discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance The pay range shown is a subset of the total pay range; merit-based salary increases may occur as you progress in the BOA role Country United States
#J-18808-Ljbffr