Branch Office Administrator

Edward Jones; Gibson City (IL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k) retirement plan

Health and dental benefits

15 days of vacation and sick time

Bonus eligibility

Job summary

Edward Jones is seeking a Branch Office Administrator in Gibson City, Illinois, to provide vital support to financial advisors. This role includes delivering personalized service to clients and managing various account-related tasks while fostering a positive client experience.

You will have the opportunity for professional development and a supportive work environment. A comprehensive training program will prepare you for a successful career at the firm.

Qualifications

• Exceptional service to clients via multiple communication channels.
• Aptitude to learn financial services and manage client accounts effectively.
• Strong ability to execute administrative tasks independently.

Responsibilities

• Deliver exceptional personalized service and develop strong client relationships.
• Assist in annual business planning and marketing activities.
• Work independently to support financial advisors with their administrative needs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

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.

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

• 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

What you’ll do

• 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
• Drive 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: 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. Streamline 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.

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 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 your family’s well‑being
• Full‑time Associates receive the following benefits:
  • Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
  • A 401(k) retirement plan, health savings account, and flexible spending account.
  • Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
  • Eligibility for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program.

You’ll be competitively compensated

• Edward Jones believes in a human‑centered approach to partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• As a privately held firm, we share success with our associates through discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability, along with individual performance.
• The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit‑based salary increases as you progress in the BOA role.