About the position
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our Sr. BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Responsibilities
- 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 the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
Requirements
- 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
- Ability to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline driven environment
- Proficient in current and new office technology
Benefits
- Medical and prescription drug coverage
- Dental and vision insurance
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage
- 401k retirement plan
- Health savings account and flexible spending account
- Ten paid holidays
- Fifteen days of vacation for new associates
- Sick time and personal days
- Paid day for volunteerism
- Bonuses and profit sharing
- Employee Assistance Program
