Branch Office Administrator
Edward Jones · Chandler, AZ
- On site
- Full-time
- $60,000 / year
- Chandler, AZ
Job highlights
- Provide administrative support to financial advisors.
- Manage client accounts and communication effectively.
- Drive marketing activities and business planning.
- Offer exceptional client service and relationship building.
- Utilize technology for efficient operations.
About the role
Branch Office Administrator
Join Edward Jones, a Fortune 500 financial services firm, where your contributions are valued. We are a privately-owned company focused on our clients and colleagues, driven by a purpose to partner for positive impact and improve lives. We are an innovative, flexible, and inclusive organization.
About the Role
The Branch Office Administrator (BOA) role is a fulfilling career opportunity to team up with financial advisors and help clients achieve their long-term financial goals. As a BOA, you will provide essential administrative support to a financial advisor or a team of advisors, playing 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.
Support and Development
Edward Jones provides comprehensive support, including:
- A 6-month training program with a dedicated peer mentor.
- A wide support network from the branch office to the home office.
- Independence in your role, backed by a team of thousands.
Key Responsibilities
- Deliver exceptional personalized service to clients.
- Take an active role in annual business planning.
- Listen for client needs that may indicate a need for additional services.
- Drive marketing activities, including planning and executing events.
Skills for Success
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Role Requirements
- Client Service: Provide exceptional service via calls, email, and in-person. Respond to inquiries, resolve issues, and build strong relationships.
- Account Management: Learn and understand the financial services industry, including account opening, transfers, and other requests. Process transactions, prepare documentation, and maintain accurate client records.
- Administrative & Operational Support: Work independently to handle administrative tasks such as scheduling, preparing meeting materials, managing correspondence, and supporting marketing initiatives. Update SOPs and execute the branch business plan.
- Technology: Strong computer literacy with a willingness to learn new technology and programs (e.g., MoneyGuide, Salesforce, Microsoft Office).
Culture and Benefits
Edward Jones is committed to building an inclusive environment where everyone feels they belong and their contributions are recognized. We offer a competitive compensation and benefits package for full-time associates, including medical, dental, vision, disability, life insurance, a 401k retirement plan, paid holidays, and generous vacation time. Associates may also be eligible for bonuses and profit sharing.
Compensation
Edward Jones believes in a human-centered approach and shares success with associates through discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, and individual performance. Merit-based salary increases are also available as you progress in the BOA role.
Key skills/competency
- Branch Office Administrator
- Client Service
- Administrative Support
- Account Management
- Financial Services
- Sales Support
- Marketing Initiatives
- Team Collaboration
- Attention to Detail
- Digital Tool Utilization
Skills & topics
- Branch Office Administrator
- Edward Jones
- Administrative Support
- Client Service
- Financial Services
- Account Management
- Office Administration
- Customer Support
- Sales Support
- Marketing Support
How to get hired
- Tailor your resume: Highlight client service, administrative, and financial industry experience.
- Showcase relevant skills: Emphasize attention to detail, adaptability, and digital tool proficiency.
- Prepare for interviews: Be ready to discuss your approach to client interaction and problem-solving.
- Understand Edward Jones' values: Align your application with their purpose of positive impact and inclusion.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the primary responsibilities of a Branch Office Administrator at Edward Jones?
- As a Branch Office Administrator (BOA) at Edward Jones, your primary responsibilities include providing comprehensive administrative support to financial advisors, managing client accounts and communication, facilitating client service, and supporting marketing initiatives. You'll also play a role in business planning and ensuring a positive client experience.
- What kind of training and support does Edward Jones offer to new Branch Office Administrators?
- Edward Jones provides new BOAs with a comprehensive 6-month training program, including mentorship from an experienced peer. You'll also have access to a broad support network extending from your branch to the regional and home offices.
- What are the key skills required for a successful Branch Office Administrator at Edward Jones?
- Success as a BOA requires strong analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration. Client service, account management, and administrative support are also crucial.
- Does Edward Jones offer career growth opportunities for Branch Office Administrators?
- Yes, Edward Jones offers opportunities for career growth. The BOA role provides a foundation in the financial services industry, with a potential for merit-based salary increases as you progress. The firm also fosters a culture of continuous improvement and professional development.
- What is the work environment like for a Branch Office Administrator at Edward Jones?
- The work environment at Edward Jones is inclusive and collaborative, with a focus on supporting colleagues and clients. While you'll often work independently, you'll be part of a large, supportive team. The firm values different viewpoints and strives for a sense of belonging.
- What benefits can I expect as a full-time Branch Office Administrator at Edward Jones?
- Full-time associates at Edward Jones receive a competitive benefits package including medical, dental, and vision insurance, disability and life coverage, a 401k retirement plan, paid holidays, and 15 days of vacation. Additional benefits like health savings accounts and flexible spending accounts may also be available.
- How does Edward Jones approach compensation for Branch Office Administrators?
- Edward Jones offers competitive compensation with opportunities for merit-based salary increases. They also have discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, and individual performance, reflecting their commitment to sharing success with associates.
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