What does a Branch Office Administrator at Edward Jones do?

In this Branch Office Administrator at Edward Jones role, you will provide exceptional client service via calls, email, and in-person interactions; support annual business planning and execute branch business strategies; manage account opening, transfers, and process account transactions; and drive marketing activities by planning and executing client events.

What are the requirements for this Branch Office Administrator role?

Edward Jones is looking for candidates who meet the following requirements: Strong computer literacy; and Willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products.

Is this Branch Office Administrator job remote, hybrid, or on-site?

Edward Jones has listed this Branch Office Administrator role as on-site.

How much experience is required for this Branch Office Administrator role?

Candidates for Branch Office Administrator at Edward Jones should have mid level.

What skills do you need for the Branch Office Administrator role at Edward Jones?

Key skills for Branch Office Administrator at Edward Jones include Moneyguide; Salesforce; and Microsoft Office.

What category does the Branch Office Administrator role belong to?

Branch Office Administrator at Edward Jones is part of the accounting & finance job category on Recrutus.

Branch Office Administrator — Grand Rapids, MI at

About the Team

Edward Jones is a Fortune 500 company where people come first. As a privately-owned firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we place our focus 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 together, better our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence. Behind everything we do is a commitment to ensuring associates are seen, heard, respected, and supported. We value different viewpoints to help achieve results and believe this makes us the best place to start or build your career.

About the Role

The Branch Office Administrator (BOA) is a vital part of our client support team, teaming up with financial advisors to help clients achieve their long-term financial goals. You will provide seamless administrative support to a financial advisor or a team of advisors, playing a key role in facilitating communication and ensuring a positive client experience.

In this dynamic environment, you will deliver exceptional personalized service to ensure clients feel understood and informed. Your day will involve taking an active role in annual business planning, assisting in developing strategies for the upcoming year, and driving marketing activities such as planning and executing events. You will also actively listen for situations in clients' lives that may indicate a need for additional services, acting as a trusted partner in their financial journey.

We are proud to credit much of our success to the unique experiences and professional backgrounds of our BOAs. You will often work independently but will have a team of thousands backing you every step of the way, supported by a wide network extending from your branch office to your region to the home office.

Hiring Process

We are committed to your growth and success. We will give you the support you need with comprehensive 6-month training that includes an experienced peer to help mentor you. Our culture fosters continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.

Equal Opportunity

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. We are building a place where everyone feels like they belong.

Work location

Work model: On-site

776, Baxter Street Southeast, Third Ward, Grand Rapids, Kent County, Michigan, 49503, United States

Grand Rapids, Michigan

Key Responsibilities

check_circleProvide exceptional client service via calls, email, and in-person interactions
check_circleSupport annual business planning and execute branch business strategies
check_circleManage account opening, transfers, and process account transactions
check_circleDrive marketing activities by planning and executing client events
check_circleSchedule appointments and prepare materials for client meetings
check_circleIdentify client needs for additional services through active listening
check_circleMaintain accurate client records and update standard operating procedures

Requirements

verifiedStrong computer literacy
verifiedWillingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products

Benefits & Perks

check_circleComprehensive 6-month training with experienced peer mentorshipcheck_circleMedical, prescription drug, dental, and vision insurance coveragecheck_circleVoluntary benefits including accident, hospital indemnity, and critical illnesscheck_circleShort- and long-term disability, basic life, and basic AD&D coverage at no cost401k retirement plan with tax-advantaged health savings and flexible spending accounts

Branch Office Administrator