Branch Office Administrator - Broomfield, CO
Company: Edward Jones
Posted on: March 28, 2020
Play an important role in helping others - and yourself -
Edward Jones is a privately owned Fortune 500 Company known for
building quality, one-to-one relationships with our clients through
more than 14,000 Financial Advisors (FA) across the United States
and Canada. Our goal is to build our branch office network to
20,000 FAs and we are searching for talented individuals to help us
achieve that vision.
Each FA is supported by a Branch Office Administrator who
- Partners with the FA to build deep, trusted client
- Enables the FA to focus on providing tailored, solutions-based
- Delivers exceptional client service.Client service
Edward Jones FAs are known for building quality, one-to-one
relationships with their clients - and they're able to maintain
those relationships with the help of the BOA. When clients have
questions, the FA will often depend on the BOA to provide a timely
An effective marketing communications program is only as strong as
the person who implements it on a daily basis. At the FA's
direction, the BOA updates prospect and client data records,
executes direct mail programs, assists with planning seminars, and
makes follow-up phone calls to set or confirm appointments. The BOA
also helps the FA deepen existing client relationships by
recognizing opportunities during day-to-day client interactions,
proactively preparing a variety of reports for scheduled
appointments, and scheduling systematic contact activities.
Region and firm assistance
To improve region performance and support our growing firm, we have
established a number of regional support programs for all BOAs.
While not required, experienced BOAs often volunteer for a program
such as mentoring, BOA meeting planning or presentations. They help
with an occasional branch visit, workshop or special project.
Certain BOAs will also have the opportunity to play a larger role
in their region if their FA holds one of the key leadership
positions. This generally involves scheduling meetings,
communicating with other branches and compiling reports. Many
branches also host a FA trainee for several weeks. In this case,
the BOA can be called upon to help the new FAs become familiar with
processing systems and office record keeping.
This position is ideal for a well-organized person who enjoys
multi-tasking and working with both technology and people. Daily
office administration duties include assisting the FA in creating
and meeting business plans, overseeing appointment setting and
schedules, and processing deposits and transactions.
Investing in You
Working at Edward Jones offers many rewards, and our commitment to
sharing the firm's success with those who create it makes our total
return different from that of other firms. We recognize individual
efforts through a competitive reward program and a unique culture
that promotes a long-term career, contributes to your financial
security, and encourages your and your family's well-being.
Search for Branch Support Positions by State
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, or any other basis
prohibited by applicable law.
At Edward Jones, we help clients achieve their serious, long-term
financial goals by understanding their needs and implementing
tailored solutions. To ensure a personal client experience, we have
located our 14,000+ branch offices where our more than 7 million
clients live and work.
A typical branch office has one financial advisor who meets with
clients face-to-face and one branch office administrator who
enhances the team's ability to build deep relationships with
clients. Headquarters associates in St. Louis and Tempe provide
support and expertise to help U.S. and Canada branch teams deliver
an ideal client experience. Edward Jones currently has more branch
offices than any other financial services firm, and we continue to
grow to meet the needs of long-term individual investors.
Awards and Accolades
- For the 19th year, Edward Jones was named one of the "100 Best
Companies to Work For--" by FORTUNE magazine in its annual listing.
The firm ranked No. 5 overall. These 19 FORTUNE rankings include
top 10 finishes for 15 years, top 5 rankings for eight years and
consecutive No. 1 rankings in 2002 and 2003.
From FORTUNE Magazine, February 15, 2018 -- 2018 Time Inc. Used
under license. FORTUNE and Time Inc. are not affiliated with and do
not endorse products or services of Edward Jones.
This multi-faceted role is part client service, part client
development, and part office management and administration: The
branch office administrator (BOA) position requires that you
possess the following core competencies:
- Exceptional client service abilities
- Critical thinking capabilities
- Strong initiative, with the ability to stay focused and
proactive while working independently
- Effective written and verbal communication skills
- A focus on detail and accuracy
- The aptitude to learn and understand the financial services
Keywords: Edward Jones, Broomfield , Branch Office Administrator - Broomfield, CO, Administration, Clerical , Broomfield, Colorado
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