Administrative Skills, Communication Skills, Customer Support/Service, Detail Oriented, Email Management/Administration, Sales Management, Service Delivery, Team Player
The Branch Office Administrator (BOA) role offers a rewarding career supporting financial advisors in helping clients achieve their long-term goals.
As a BOA, you will provide administrative support, manage client accounts, facilitate communication, and deliver exceptional service. The position includes comprehensive training, ongoing support, and opportunities for professional growth.
Key responsibilities include client service via calls and emails, account management, handling administrative tasks, and utilizing technology tools.
Successful candidates should have strong communication, attention to detail, adaptability, and teamwork skills. Benefits include competitive pay, health coverage, retirement plans, paid holidays, and performance-based incentives.
This role is ideal for those seeking a collaborative, inclusive environment with long-term career development opportunities.
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Edward Jones
Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor.
Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.
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10,000 employees or more
http://careers.edwardjones.com/us/index.html