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- Tasks: Support financial advisors and clients with exceptional service and administrative tasks.
- Company: Join Edward Jones, a Fortune 500 company that values people first.
- Benefits: Competitive salary, bonuses, health benefits, and paid time off.
- Other info: Inclusive culture that values diverse viewpoints and promotes professional development.
- Why this job: Kickstart your career in a supportive, dynamic environment with growth opportunities.
- Qualifications: Strong communication skills and a willingness to learn about financial services.
The predicted salary is between 30000 - 40000 £ per year.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up 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’re proud to serve over nine million clients. Our 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.
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. Our team will be there every step of the way, providing:
- 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
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.
Join a financial services firm where your contributions are valued. 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.
Behind everything we do is 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. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
What skills would make you a successful BOA?
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Role Requirements:
- 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.
You can also expect…
- 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 you and your family’s well-being
- Full-time Associates receive the following benefits: A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits.
- Paid time off including vacation, sick, holidays and personal days
You'll be competitively compensated… Edward Jones believes in a human centred 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 BOA role.
BOA - Temporary - Airdrie, AB employer: Edward Jones Careers
Contact Detail:
Edward Jones Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land BOA - Temporary - Airdrie, AB
✨Tip Number 1
Network like a pro! Reach out to current or former BOAs and financial advisors on LinkedIn. Ask them about their experiences and any tips they might have for landing the role. Personal connections can make all the difference!
✨Tip Number 2
Prepare for the interview by practising common questions related to client service and administrative support. Think of examples from your past experiences that showcase your skills in these areas. We want to see how you can bring value to our team!
✨Tip Number 3
Show your enthusiasm for the role! During interviews, express why you’re excited about being a BOA and how you can contribute to helping clients achieve their financial goals. Your passion can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Edward Jones. Let’s get you started on this exciting journey!
We think you need these skills to ace BOA - Temporary - Airdrie, AB
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the BOA role. We want to see how you can bring value to our team, so don’t hold back on showcasing your unique background!
Showcase Your Client Service Skills: Since the BOA role is all about providing exceptional service, be sure to include examples of how you've successfully interacted with clients in the past. We love hearing about your experiences that demonstrate your ability to listen and respond to client needs.
Keep It Professional Yet Personal: While we appreciate professionalism, don’t forget to let your personality shine through! A touch of authenticity can make your application stand out. We’re looking for someone who fits well with our inclusive culture.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and get you started on this exciting journey with Edward Jones!
How to prepare for a job interview at Edward Jones Careers
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Branch Office Administrator role. Familiarise yourself with the key responsibilities like client service, account management, and administrative support. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your People Skills
As a BOA, you'll be interacting with clients regularly. During the interview, highlight your conversational skills and ability to build relationships. Share specific examples of how you've provided exceptional service in past roles, as this will demonstrate your fit for the client-focused environment.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and adaptability. Think of situations where you've had to handle difficult clients or manage multiple tasks simultaneously. Practising these responses will help you articulate your thought process clearly during the interview.
✨Emphasise Your Tech Savviness
The role requires strong computer literacy and a willingness to learn new tools. Be ready to discuss your experience with software like Microsoft Office, and express your eagerness to learn other platforms like MoneyGuide or Salesforce. This shows you're prepared to hit the ground running and adapt to the firm's technology.