Edward Jones
Overview
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 our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. 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. Role Summary
As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients. You’ll help with client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment. We’ll provide support at every step, including training and a broad network of colleagues across the branch, region, and home office. Responsibilities
Deliver exceptional personalized service to ensure clients feel understood and informed Assist in annual business planning and develop strategies for the upcoming year Listen for situations in clients\' lives that may indicate a need for additional services Plan and execute marketing activities and events 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/outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and build strong relationships with clients and internal teams. Account Management:
Learn and understand the financial services industry, including account opening, transfers, and other requests under the direction of the financial advisor. Process transactions and maintain accurate client records. Administrative & Operational Support:
Work independently under the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, and help streamline processes and SOPs to execute the branch business plan. Technology:
Proficient with computers and willing to learn new programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software. 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. You can also expect…
A culture of continuous improvement and professional development that respects individuals and their contributions An inclusive environment where diverse viewpoints are valued and help achieve results A rewards program recognizing individual and branch performance, with potential bonuses and profit sharing Full-time associates receive a comprehensive benefits package including medical, dental, vision, disability, life insurance, retirement plans, paid holidays, vacation, sick time, personal days, and paid volunteer time; eligibility for bonuses and profit sharing; access to the Employee Assistance Program; and benefits information on the firm\'s benefits page You'll be competitively compensated… A human-centered approach to positively impact clients, colleagues, and communities A compensation structure that includes discretionary and variable components, with merit-based salary progression The stated pay range is a subset of the total pay range; opportunities for merit increases exist as you progress in the BOA role Additional information Check out our U.S. and Canadian awards and accolades on our information pages. Edward Jones is a place where you belong and where associates\' contributions are recognized.
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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 our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. 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. Role Summary
As a Branch Office Administrator (BOA), you will be a vital part of our team, providing seamless support to our clients. You’ll help with client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment. We’ll provide support at every step, including training and a broad network of colleagues across the branch, region, and home office. Responsibilities
Deliver exceptional personalized service to ensure clients feel understood and informed Assist in annual business planning and develop strategies for the upcoming year Listen for situations in clients\' lives that may indicate a need for additional services Plan and execute marketing activities and events 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/outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and build strong relationships with clients and internal teams. Account Management:
Learn and understand the financial services industry, including account opening, transfers, and other requests under the direction of the financial advisor. Process transactions and maintain accurate client records. Administrative & Operational Support:
Work independently under the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, and help streamline processes and SOPs to execute the branch business plan. Technology:
Proficient with computers and willing to learn new programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software. 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. You can also expect…
A culture of continuous improvement and professional development that respects individuals and their contributions An inclusive environment where diverse viewpoints are valued and help achieve results A rewards program recognizing individual and branch performance, with potential bonuses and profit sharing Full-time associates receive a comprehensive benefits package including medical, dental, vision, disability, life insurance, retirement plans, paid holidays, vacation, sick time, personal days, and paid volunteer time; eligibility for bonuses and profit sharing; access to the Employee Assistance Program; and benefits information on the firm\'s benefits page You'll be competitively compensated… A human-centered approach to positively impact clients, colleagues, and communities A compensation structure that includes discretionary and variable components, with merit-based salary progression The stated pay range is a subset of the total pay range; opportunities for merit increases exist as you progress in the BOA role Additional information Check out our U.S. and Canadian awards and accolades on our information pages. Edward Jones is a place where you belong and where associates\' contributions are recognized.
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