Branch Office Administrator

Edward Jones; Holland (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401k retirement plan

Medical and dental benefits

Paid time off including holidays and vacations

Job summary

Edward Jones in Holland, Michigan, is seeking a Senior Branch Office Administrator to provide essential support to financial advisors. In this role, you will enhance client interactions and streamline administrative tasks while progressing your career in a supportive environment.

The ideal candidate will have over 5 years of experience in financial services, client service expertise, and a strong command of technology. We offer a competitive compensation package and a culture of continuous improvement and professional growth.

Qualifications

• 5+ years of related financial services, banking, or legal experience.
• Strong ability to work independently at the direction of the financial advisor.
• Aptitude to learn and understand the financial services industry.

Responsibilities

• Provide exceptional service to clients via inbound and outbound interactions.
• Handle various administrative tasks, including scheduling and preparing materials.
• Develop and maintain strong relationships with clients and support teams.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Salesforce

Microsoft Office

Job description

If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary

As a Sr. 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

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 Sr. BOA?

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

Role Requirements

• 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
• 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. Streamlining 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.

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 your family’s well-being
• Full-time Associates receive the following benefits:
  • Edward Jones' compensation and benefits package includes 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. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 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. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You’ll be competitively compensated…

• Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes 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 Sr. BOA role.

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.