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Branch Office Support Specialist

2 months ago

Waterford, Michigan, United States Edward Jones Full time
Are you a natural at building relationships, solving problems, and thinking critically? If so, we have an opportunity for you.

At Edward Jones, we emphasize the importance of our field associates as integral members of branch teams. Typically consisting of two or three individuals, your role as a Branch Office Support Professional is vital alongside the financial advisor. You will be the first point of contact for clients, both over the phone and in person. Your primary responsibility is to develop a deep understanding of your clients, enabling you to anticipate their needs and assist them in overcoming challenges. Together with your financial advisor, you will play a crucial role in guiding clients toward their financial aspirations.

Position Overview

Schedule: Full-Time

If you are seeking a rewarding career, the Branch Office Administrator (BOA) position could be an excellent fit for you. BOAs collaborate with Financial Advisors to support clients in reaching their long-term financial objectives. We take pride in serving millions of clients, and our BOAs are a valued component of the client service team, contributing significantly to our success through their diverse experiences and professional backgrounds. We appreciate various perspectives that drive results.

We provide the necessary support:
  • Comprehensive training over six months, including mentorship from an experienced peer
  • A robust support network extending from your branch to the regional and home office levels
  • While you will often work independently, you will have the backing of a large team throughout your journey
In this role, you will be involved in:
  • Delivering exceptional, personalized service to ensure clients feel valued and informed
  • Participating actively in the annual business planning process to help formulate strategies for the upcoming year
  • Listening attentively for life events that may indicate a need for additional services
  • Driving marketing initiatives, including planning and executing events
Expect to experience:
  • A culture focused on continuous improvement and professional growth, valuing individual contributions
  • An inclusive atmosphere where diverse viewpoints are respected and contribute to achieving results
  • Recognition of individual efforts through a rewards program that supports long-term career development and financial security for you and your family
  • Full-time associates enjoy benefits such as:
    • A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive health benefits. Learn more about our total compensation approach.
    • Paid time off, including vacation, sick leave, holidays, and personal days
Compensation:
  • Edward Jones believes in a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.
  • The hiring range provided below is part of the overall pay range, with opportunities for merit-based salary increases as you advance in the BOA role.
Minimum: $23.25
Maximum: $27.17

Qualifications

What qualities contribute to a successful BOA?
  • Ability to deepen and expand client relationships
  • Skill in identifying opportunities for efficiency improvements
  • Strong capability to work independently
  • Proficiency in managing multiple priorities in a fast-paced environment
  • Familiarity with current and emerging office technologies
  • Willingness to learn about financial services and markets
Awards & Recognition

At Edward Jones, we strive to create an environment where everyone feels a sense of belonging. We take pride in our associates' contributions and the accolades we have received.

Explore our awards and recognitions: Insights & Information Blog Postings about Edward Jones

About Edward Jones

Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people. With millions of clients and thousands of financial advisors across North America, we are proud to be privately owned, focusing on our clients rather than shareholder returns.

Our purpose is to partner for positive impact, enhancing the lives of our clients and colleagues while improving our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

We believe that people are at the heart of our partnership. Edward Jones associates are recognized, respected, and supported, making it an ideal place to start or advance your career.