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About the Role
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. We’ll give you the support you need through comprehensive training, a wide support network, and a team of thousands backing you.
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 listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
- 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
- Learn and understand the financial services industry
- Handle account opening, transfers, and other requests at the direction of the financial advisor
- Process account transactions, prepare documentation, and maintain accurate client records
- 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
Requirements
- Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software
Skills
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Work Type
- Part-time
Salary/Compensations
- Competitive compensation
- Discretionary and variable compensation programs
- Bonus opportunities based on branch and firm profitability, along with individual performance
- Opportunity for merit-based salary increases
Benefits
- Medical and prescription drug coverage
- Health Savings Account and Flexible Spending Account
- Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
- Well-being programs (such as the Employee Assistance Program)
- Retirement Plan (if compensated for 1,000 hours of service during the plan year)
- Paid sick leave and paid time off (in locations that require accruals)
- Rewards program that promotes a long-term career, financial security, and well-being
About the Company
- Edward Jones is a Fortune 500 company where people come first.
- With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
- Our purpose: We 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 and a sense of belonging.
- Edward Jones associates are seen, heard, respected, and supported.
- We are building a place where everyone feels like they belong.
- We are proud of our associates' contributions to the firm and the recognitions we have received.
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.