Administrative Skills, Business Plan, Communication Skills, Customer Support/Service, Detail Oriented, Marketing Plan, Microsoft Office, Operational Support, Sales Management, Salesforce.com, Team Player, Transaction Processing/Management
This role offers an opportunity to support financial advisors by providing administrative and client service support in a dynamic environment. The Branch Office Administrator (BOA) will handle client accounts, facilitate communication, and contribute to business planning and marketing activities. Key skills include attention to detail, adaptability, communication, and teamwork. The role involves managing client inquiries, processing account transactions, and supporting operational tasks with proficiency in digital tools like Salesforce and Microsoft Office. Comprehensive training, a supportive network, and growth opportunities are provided. Benefits include competitive compensation, health coverage, retirement plans, paid holidays, and performance-based bonuses. This position emphasizes inclusivity, professional development, and making a positive community impact.
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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