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For Companies At a Glance
- Tasks: Support financial advisors and clients with administrative tasks and exceptional service.
- Company: Join Edward Jones, a Fortune 500 company focused on people and community impact.
- Benefits: Enjoy competitive pay, bonuses, health benefits, and paid time off.
- Why this job: Grow your career in a supportive, inclusive environment that values your contributions.
- Qualifications: Strong communication skills, attention to detail, and a willingness to learn new technologies.
- Other info: Comprehensive training and mentorship provided to help you succeed.
The predicted salary is between 28800 - 43200 £ per year.
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.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
Role Summary:
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
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.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
- 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. Read more about our total compensation approach.
- Paid time off including vacation, sick, holidays and personal days
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 BOA role.
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Branch Office Administrator employer: EDWARD JONES
Contact Detail:
EDWARD JONES Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Branch Office Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding key concepts and terminology will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with current or former employees of Edward Jones. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying for the Branch Office Administrator role.
✨Tip Number 3
Demonstrate your client service skills in any interactions you have with the company. Whether it's through a phone call or an email inquiry, showing that you can provide exceptional service will set you apart from other candidates.
✨Tip Number 4
Be prepared to discuss how you can contribute to team collaboration and support marketing initiatives. Think of examples from your past experiences where you've successfully worked in a team or executed a project that aligns with these responsibilities.
We think you need these skills to ace Branch Office Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Branch Office Administrator role. Focus on your client service experience, administrative skills, and any familiarity with financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to support financial advisors. Mention specific examples of how you've provided exceptional service in previous roles.
Highlight Relevant Skills: In your application, emphasise skills such as analytical thinking, attention to detail, and adaptability. These are crucial for the BOA role and will help you stand out.
Show Enthusiasm for the Company: Express your interest in Edward Jones and their commitment to client service and community impact. Demonstrating knowledge about the company’s values can make a positive impression.
How to prepare for a job interview at EDWARD JONES
✨Understand the Company Culture
Before your interview, take some time to research Edward Jones and its values. Familiarise yourself with their commitment to client service and community impact. This will help you align your answers with their culture during the interview.
✨Showcase Your Client Service Skills
As a Branch Office Administrator, exceptional client service is key. Prepare examples from your past experiences where you successfully resolved client issues or enhanced their experience. Highlight your ability to build strong relationships.
✨Demonstrate Adaptability and Team Collaboration
Edward Jones values adaptability and teamwork. Be ready to discuss situations where you had to adapt to changes or work collaboratively with others. This will show that you can thrive in their dynamic environment.
✨Prepare for Technical Questions
Since the role involves using various digital tools, brush up on your computer literacy and be prepared to discuss your experience with software like Microsoft Office or any financial tools. Showing a willingness to learn new technologies will impress your interviewers.
