Branch Office Administrator

Edward Jones; Spearfish (SD); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision insurance

401(k) retirement plan

Paid holidays and vacation

Employee assistance program

Job summary

Edward Jones in Spearfish, SD is seeking a Branch Office Administrator to support client accounts, facilitate communication, and help deliver a positive client experience. You will work with the financial advisor to process account openings and transfers and to prepare materials for client meetings.

This role requires strong computer literacy, attention to detail, and the ability to coordinate scheduling, marketing activities, and documentation.

Qualifications

• Strong analytical and problem-solving abilities.
• Excellent attention to detail and accuracy.
• Good communication and interpersonal skills.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person meetings.
• Manage client accounts including openings and transfers per advisor direction.
• Support scheduling, materials for meetings, and branch marketing initiatives.
• Maintain accurate client records and streamline branch processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Branch Office Administrator (BOA)

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.

Core Responsibilities

• 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: Include 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.

Required Skills & Competencies

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Additional Responsibilities

• 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 listening for situations in the clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

Benefits

• 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 you and your family’s well‑being.
• Full-time Associates receive the following benefits:
  • Compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Disabled coverage provided at no cost.
  • 401k retirement plan, tax‑advantaged accounts: health savings account, flexible spending account.
  • Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism.
  • Eligibility for bonuses and profit sharing; all associates eligible for the firm’s Employee Assistance Program.
• Competitive compensation including discretionary and variable compensation programs such as bonus opportunities based on branch and firm profitability, along with individual performance.

EEO Statement

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.