Branch Office Administrator - Red Hill, PA

Edward Jones; Red Hill (Montgomery County); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm is seeking a Branch Office Administrator to provide support to financial advisors and ensure exceptional client service. The role involves managing client accounts, utilizing digital tools, and performing various administrative tasks. This position offers comprehensive training and opportunities for professional growth within a supportive team environment.

Benefits

Comprehensive benefits including medical, dental, and vision

401k and paid volunteer day

Potential bonuses and profit sharing

Qualifications

• Provide administrative support to financial advisors.
• Deliver exceptional service to clients.
• Process account transactions and maintain accurate client records.

Responsibilities

• Assist clients through inbound and outbound interactions.
• Handle various administrative tasks as guided by financial advisors.
• Manage account opening and transaction processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Overview

Opportunity Overview

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs work 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 serve over nine million clients and value diverse professional backgrounds and viewpoints to help achieve results.

Role Summary: As a Branch Office Administrator, you will be a vital part of the team, providing seamless support to clients, assisting with client accounts, facilitating communication, and ensuring a positive client experience. This is an opportunity to grow your career in a dynamic environment.

Support We provide support at every step, including:

• Comprehensive 6-month training with an experienced peer mentor
• A wide support network from the branch to the region and home office
• A large team backing you even when you work independently

What you will do

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to help develop strategies for the upcoming year
• Actively listen for situations in clients’ lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events

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: 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. Streamline processes by updating SOPs and executing 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.

Qualifications

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

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our people are at the center of our partnership, and Edward Jones associates are seen, heard, respected, and supported. This is the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.

Fortune 500 status, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and Accolades

We are building a place where everyone feels like they belong and are proud of our associates’ contributions. Check out our U.S. and Canadian awards and accolades through Insights & Information Blog Postings about Edward Jones.

Position Schedule

Full-Time

Position Type

Branch Support - BOA

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.

Recruiter

Victoria Frazee

Salary Information

You can also expect…

• A culture of continuous improvement and professional development that respects individual contributions
• An inclusive environment where diverse viewpoints are valued
• A rewards program recognizing individual efforts and supporting long-term career growth, financial security, and well-being
• Full-time associates receive comprehensive benefits including medical, dental, vision, disability, life insurance, 401k, health accounts, paid holidays, vacation, sick time, personal days, and a paid volunteer day. Bonuses and profit sharing may be available; firm information on benefits is provided on the benefits page.

You'll be competitively compensated…

• Edward Jones emphasizes a human-centered approach to positively impact clients, colleagues, and communities
• As a privately held firm, compensation includes discretionary and variable programs with potential bonuses based on branch and firm profitability and individual performance
• The stated pay range is a subset of the total pay range; merit-based increases are possible as you progress in the BOA role

Country

United States