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Branch Office Administrator
Branch Office AdministratorEdward Jones • Colorado Springs, CO, US
Branch Office Administrator

Branch Office Administrator

Edward Jones • Colorado Springs, CO, US
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Overview

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over nine million clients and 20,000 financial advisors across the U.S. and Canada, we're privately owned and focused on clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are innovative, flexible, and inclusive, attracting, developing, and inspiring performance excellence and a sense of belonging. People are at the center of our partnership and Edward Jones associates are seen, heard, respected, and supported.

Check out our Purpose, Inclusion and Citizenship Report.

Note : Fortune 500 ranking and compensation details are provided for context and refer to published information as of the dates indicated.

Role

If you find yourself looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up 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 multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

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.

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 help 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 every step of the way

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 listen for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing 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 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. Update SOPs and contribute to the branch business plan.
  • Technology : Proficiency with computers and willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software.
  • Additional Information

    Edward Jones is committed to a diverse and inclusive workplace. We do 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, valuing individuals and their unique contributions
  • An inclusive environment where differing viewpoints help achieve results
  • A rewards program recognizing individual efforts and supporting long-term career, financial security, and well-being
  • Full-time associates receive benefits including medical, dental, vision, voluntary benefits, disability, life, retirement plans, paid holidays, vacation, sick time, personal days, and volunteer day; bonuses and profit sharing may apply
  • Compensation note : The hiring minimum and maximum range shown is a subset of the total pay range. There may be merit-based salary increases as you progress in the BOA role.

    Posting is anticipated to remain open for 30 days from the date of posting, with possible early closure due to applicant volume.

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