Branch Office Administrator. Job in Springfield LilyLifestyle Jobs

Edward Jones is a Fortune 500 company where people come first. If you are looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity. BOAs team up with financial advisors to help clients achieve their long‑term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. Role Summary As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. Support and Training Comprehensive 6‑month training, including a mentor for guidance A wide support network that extends from your branch office to your region to the home office You will often work independently but will have a team of thousands backing you every step of the way Key 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 Key Skills Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements 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: Aptitude to 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: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamline processes with updating SOPs and strategically executing on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm‑provided software. Work Environment & Benefits A culture of continuous improvement and professional development reflecting respect for individuals and their unique contributions. An inclusive environment where everyone's different viewpoints are valued and help achieve results. A rewards program that promotes a long‑term career, financial security, and well‑being for you and your family. Full‑time associates receive a comprehensive benefits package, including medical, dental, vision, and voluntary benefits. A 401(k) retirement plan, health savings account, and flexible spending account are offered. Twelve paid holidays, vacation days, sick time, personal days, and a paid volunteer day are available. Eligible associates may receive bonuses, profit sharing, and the Employee Assistance Program. Compensation Human‑centered approach that partners for positive impact to improve the lives of clients, colleagues, and communities. Discretionary and variable compensation programs, including bonuses based on branch and firm profitability and individual performance. Opportunity for merit‑based salary increases as you progress in the BOA role. 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. #J-18808-Ljbffr