Branch Office Administrator - El Campo, TX

Opportunity Overview

Professional opportunity for Branch Office Administrator (BOA) to team up with financial advisors to support over nine million clients.

As a BOA you will provide seamless support to clients, support client accounts, facilitate communication, and ensure a positive client experience.

• Comprehensive 6-month training with an experienced peer to mentor you.
• A wide support network from branch to region to home office.
• Independent work supported by a team of thousands.

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients’ lives that may indicate a need for additional services.
• Drive 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.

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

• 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. Perform account opening, handle account transfers and other requests, process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently at the direction of the financial advisor. Handle scheduling, prepare materials for client meetings, manage correspondence, support marketing initiatives, streamline processes, update SOPs, and execute branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm-provided software.

• A culture of continuous improvement and professional development.
• An inclusive environment where everyone’s different viewpoints are valued.
• Rewards program that promotes long-term career, financial security, and well-being.
• Full-time associates receive medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, basic AD&D coverage, 401k retirement plan, health savings account, flexible spending account, 10 paid holidays, 15 days vacation, sick time, personal days, a paid day for volunteerism, eligibility for bonuses, profit sharing, and Employee Assistance Program.

• Human-centered approach in partnership for positive impact.
• Discretionary and variable compensation programs with bonus opportunities based on branch and firm profitability and individual performance.
• The hiring minimum and maximum pay range is a subset of the total pay range. Merit-based salary increases are also available as you progress.