Branch Office Administrator - Finance and Investment Industry Opportunity
Edward Jones Investments - Finance and Investment Industry
Financial Services - Banking/Investment/Finance
300 NE 10th Ave
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Opportunity OverviewPlay an important role in helping others - and yourself - achieve goalsEdward Jones is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision.Each FA is supported by a Branch Office Administrator whoPartners with the FA to build deep, trusted client relationshipsEnables the FA to focus on providing tailored, solutions-based advice, andDelivers exceptional client service.Client serviceEdward Jones FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the BOA. When clients have questions, the FA will often depend on the BOA to provide a timely response.Client developmentAn effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA deepen existing client relationships by recognizing opportunities during day-to-day client interactions, proactively preparing a variety of reports for scheduled appointments, and scheduling systematic contact activities.Region and firm assistanceTo improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. While not required, experienced BOAs often volunteer for a program such as mentoring, BOA meeting planning or presentations. They help with an occasional branch visit, workshop or special project.Certain BOAs will also have the opportunity to play a larger role in their region if their FA holds one of the key leadership positions. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a FA trainee for several weeks. In this case, the BOA can be called upon to help the new FAs become familiar with processing systems and office record keeping.Office administrationThis position is ideal for a well-organized person who enjoys multi-tasking and working with both technology and people. Daily office administration duties include assisting the FA in creating and meeting business plans, overseeing appointment setting and schedules, and processing deposits and vesting in YouWorking at Edward Jones offers many rewards, and our commitment to sharing the firm's success with those who create it makes our total return different from that of other firms. We recognize individual efforts through a competitive reward program and a unique culture that promotes a long-term career, contributes to your financial security, and encourages your and your family's well-being.Position RequirementsThis multi-faceted role is part client service, part client development, and part office management and administration: The branch office administrator (BOA) position requires that you possess the following core competencies:Exceptional client service abilitiesCritical thinking capabilitiesStrong initiative, with the ability to stay focused and proactive while working independentlyEffective written and verbal communication skillsA focus on detail and accuracyThe aptitude to learn and understand the financial services industryCompany DescriptionAt Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.Awards and AccoladesFor the 19th year, Edward Jones was named one of the 100 Best Companies to Work For by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.From FORTUNE Magazine, February 15, 2018 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.EEO StatementEdward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.#KRT Associated topics: client, commercial loan, counselor, loan, mortgage, mortgage servicing officer, officer, personal banker, personal banker iv, representative Associated topics: banker, banking service, client, collection analyst, loan review, mortgage loan officer, mortgage loan originator, personal banker, sale, sell
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.