Branch Office Administrator - Manhattan, KS

Opportunity Overview

Opportunity Overview – The Branch Office Administrator (BOA) role provides administrative support to a financial advisor or a team of advisors, partnering with financial professionals to help clients achieve long-term financial goals. BOAs are a valued part of the client support team and contribute to client experiences in a dynamic environment.

As a Branch Office Administrator, you will be a vital part of the team, providing seamless support to clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a opportunity to grow your career in a dynamic environment.

What you’ll receive:

• 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 backing you every step of the way

• 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

• 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. 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: Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Update SOPs and support the branch business plan.
• Technology: Computer literacy with willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products and other firm-provided software.

Edward Jones is a Fortune 500 company serving over 9 million clients with more than 20,000 financial advisors across the U.S. and Canada. We are privately owned and emphasize client-focused goals. We partner for positive impact to improve lives and communities. We value inclusion and performance excellence. We believe people are the center of our partnership and strive to create a place to start or build your career.

We are committed to purpose, inclusion, and citizenship in our workplace culture.

Note:

This description reflects the information provided and excludes links and non-essential materials.

We recognize associates’ contributions and provide opportunities to learn and grow. Check our applicable U.S. and Canadian awards recognitions as part of Edward Jones materials.

Full-Time

Branch Support - BOA

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.

Brandy Turner

You can also expect…

• A culture of continuous improvement and professional development respecting individual contributions
• An inclusive environment where diverse viewpoints are valued
• A rewards program supporting long-term career growth and well-being
• Full-time associates receive comprehensive benefits including health, dental, vision, life, disability, 401(k), HSA/FSA options, paid holidays and vacation, sick time, personal days, volunteer day, and potential bonuses

Edward Jones offers a compensation and benefits package with potential bonuses based on branch and firm performance; salary ranges are provided as part of the hiring process and may vary by region and experience.

United States