Edward Jones
Overview
What you’ll do: 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. This branch team approach involves two or three people, with you as a critical member along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We are proud to serve over nine million clients and value diverse viewpoints to help achieve results. Base pay range
$21.00/hr - $22.00/hr 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 the clients\' lives that may indicate a need for additional services Support client accounts, facilitate communication, and ensure a positive client experience Support marketing initiatives and execute on the branch business plan What you’ll do day-to-day
Assist with 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 Schedule appointments, prepare materials for client meetings, manage correspondence Coordinate with a broad team to provide administrative support Skills & Requirements
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization (MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software) Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal client support team members Account Management: Learn and understand the financial services industry; assist with account openings, transfers, and other requests; maintain accurate client records Administrative & Operational Support: Work independently under the direction of the financial advisor; manage scheduling, materials for meetings, correspondence, and marketing support; contribute to updating SOPs and executing the branch business plan Technology: Strong computer literacy and willingness to learn new technology and programs (MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software) Benefits & Compensation
Full-time benefits include medical, dental, vision, voluntary benefits, disability, life insurance, and AD&D; 401k retirement plan; health savings and flexible spending accounts; paid holidays and vacation; sick time, personal days, and a paid day for volunteerism; bonus and profit sharing eligibility; Employee Assistance Program Edward Jones compensation and benefits are designed to support a long-term career and well-being for associates and their families Hiring range note
Hiring Minimum: $21.38 Hiring Maximum: $22.71 About Edward Jones
Edward Jones is a Fortune 500 company with a private ownership model focused on client outcomes and community impact We value belonging, inclusion, and performance excellence; we are committed to nondiscrimination in accordance with applicable law Legal & notices
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
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What you’ll do: 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. This branch team approach involves two or three people, with you as a critical member along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We are proud to serve over nine million clients and value diverse viewpoints to help achieve results. Base pay range
$21.00/hr - $22.00/hr 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 the clients\' lives that may indicate a need for additional services Support client accounts, facilitate communication, and ensure a positive client experience Support marketing initiatives and execute on the branch business plan What you’ll do day-to-day
Assist with 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 Schedule appointments, prepare materials for client meetings, manage correspondence Coordinate with a broad team to provide administrative support Skills & Requirements
Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization (MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software) Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal client support team members Account Management: Learn and understand the financial services industry; assist with account openings, transfers, and other requests; maintain accurate client records Administrative & Operational Support: Work independently under the direction of the financial advisor; manage scheduling, materials for meetings, correspondence, and marketing support; contribute to updating SOPs and executing the branch business plan Technology: Strong computer literacy and willingness to learn new technology and programs (MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software) Benefits & Compensation
Full-time benefits include medical, dental, vision, voluntary benefits, disability, life insurance, and AD&D; 401k retirement plan; health savings and flexible spending accounts; paid holidays and vacation; sick time, personal days, and a paid day for volunteerism; bonus and profit sharing eligibility; Employee Assistance Program Edward Jones compensation and benefits are designed to support a long-term career and well-being for associates and their families Hiring range note
Hiring Minimum: $21.38 Hiring Maximum: $22.71 About Edward Jones
Edward Jones is a Fortune 500 company with a private ownership model focused on client outcomes and community impact We value belonging, inclusion, and performance excellence; we are committed to nondiscrimination in accordance with applicable law Legal & notices
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
#J-18808-Ljbffr