Branch Office Administrator

Overview

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor.

You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems — you see them coming a mile away. You and your financial advisor are essential in helping your clients achieve their most cherished financial goals.

Position

Schedule:

Full-Time
Branch Address: 496 S Bierma Suite 3, Wheatfield, IN

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.

• 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:
  Learn and understand the financial services industry. Include 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:
  Work independently at the direction of the financial advisor. Handle administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes by updating SOPs and supporting the branch business plan.
• Technology:
  Maintain strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm-provided software.

• 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.

• 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.
• Recognition of individual efforts through a rewards program that promotes a long-term career, your financial security and your family s well-being.

• Full-time Associates receive the following benefits:
  Edward Jones  compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability coverage, basic life and AD&D. Short- and long-term disability and life coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan and tax-advantaged accounts. Observed paid holidays and vacation time are provided, along with sick time, personal days, and a paid day for volunteerism.
  
  Bonuses and profit sharing may be available. All associates are eligible for the firm s Employee Assistance Program.

• Hiring Minimum: $22.50
• Hiring Maximum: $24.36
• There is also an opportunity for merit-based salary increases as you progress in the BOA role.

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Edward Jones is building a place where everyone feels like they belong. We value our associates  contributions and recognitions. Consider our awards and accolades as indicative of our culture and impact.

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 are privately owned, focusing on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to 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.

We are committed to inclusion and citizenship. Our associates are seen, heard, respected, and supported. For more information, please refer to our disclosures and benefits pages.