Talent.com
Branch Office Administrator - St Paul, MN
Branch Office Administrator - St Paul, MNEdward Jones • St Paul, MN, United States
Branch Office Administrator - St Paul, MN

Branch Office Administrator - St Paul, MN

Edward Jones • St Paul, MN, United States
12 days ago
Job type
  • Full-time
Job description

Opportunity Overview

If you find yourself looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity for you. 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. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

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.

We'll give you the support you need. Our team will be there every step of the way, providing :

  • 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 of thousands backing you every step of the way

Can you see yourself...

  • 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
  • EEO Statement

    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.

    Company Description

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.

    View our Purpose, Inclusion and Citizenship Report.

    ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

    Awards and Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones

    Position Requirements

    What skills would make you a successful BOA?

  • 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. Streamlining processes with updating SOPs and strategically execute 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.
  • Salary Information

    You can also expect...

  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
  • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
  • Full-time Associates receive the following benefits :
  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

    You'll be competitively compensated...

  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
  • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
  • Create a job alert for this search

    Office Administrator • St Paul, MN, United States

    Related jobs
    Work From Home

    Work From Home

    Remote Jobs • Wyoming, MN
    Remote
    Full-time
    Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office. Benefits : Health Insurance, 401K, Vacation& PTO.Apply now! Work f...Show more
    Last updated: 25 days ago • Promoted
    Branch Manager- Greater St. Paul

    Branch Manager- Greater St. Paul

    JPMorganChase • Saint Paul, Minnesota, USA
    Full-time
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...Show more
    Last updated: 15 days ago • Promoted
    LTS-Administrative Assistant, Two Rivers Front Office

    LTS-Administrative Assistant, Two Rivers Front Office

    INDEPENDENT SCHOOL DISTRICT 197 • Mendota Heights, MN, United States
    Full-time
    Secretarial / Clerical / Secretary.Two Rivers High School We strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to a better school...Show more
    Last updated: 18 days ago • Promoted
    Administrator

    Administrator

    Fairview • Saint Paul, MN, US
    Full-time
    Ebenezer is Minnesotas largest senior living provider, proudly serving communities since 1917.Guided by our values of dignity, integrity, service, compassion, and innovation, we partner with Fairvi...Show more
    Last updated: 15 days ago • Promoted
    Administrative Specialist

    Administrative Specialist

    Lutheran Social Service of Minnesota • Saint Paul, Minnesota, USA
    Full-time
    Lutheran Social Service of Minnesota is a dynamic social service organization serving children youth and families people with disabilities older adults and military veterans.Trustworthiness is a va...Show more
    Last updated: 8 days ago • Promoted
    Dental Assistant - Entry Level

    Dental Assistant - Entry Level

    Aspen Dental • Forest Lake, MN, United States
    Full-time +1
    At Aspen Dental, we put You First, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, generous ...Show more
    Last updated: 30+ days ago • Promoted
    Office Manager Facilities

    Office Manager Facilities

    Catholic Charities Of The Archdiocese Of St Paul And Minneapolis • Saint Paul, Minnesota, USA
    Full-time
    Are you passionate about creating opportunities for people to thrive.Catholic Charities is the place for.Catholic Charities Distribution Center. The mission of Catholic Charities Twin Cities is to s...Show more
    Last updated: 9 days ago • Promoted
    City Clerk

    City Clerk

    City of Saint Paul • Saint Paul, Minnesota, USA
    Full-time
    Join the City of Saint Paul as our City Clerk where youll provide strategic leadership and ensure transparency accuracy and accessibility in all legislative and public record functions.Acting as a ...Show more
    Last updated: 8 days ago • Promoted
    Financial Advisor - Minneapolis / St. Paul - South Metro

    Financial Advisor - Minneapolis / St. Paul - South Metro

    Thrivent Financial • St Paul, MN, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...Show more
    Last updated: 18 days ago • Promoted
    Business Manager 1 Office Manager

    Business Manager 1 Office Manager

    Metropolitan State University • Saint Paul, Minnesota, USA
    Full-time +1
    All Job Postings will close at 12 : 01 a.CT on the specified Closing Date (if designated).Business Manager 1 - Office Manager. This position leads and supervises the Office Services department which p...Show more
    Last updated: 10 days ago • Promoted
    Office Admin

    Office Admin

    Equiniti • Mendota Heights, MN, United States
    Full-time
    This position is located on-site in our Mendota Heights, MN office.EQ Shareholder Services provides comprehensive solutions to support organizations throughout their corporate lifecycle, including ...Show more
    Last updated: 18 days ago • Promoted
    Financial Inst Asst Examiner; Assistant Examiner Non-Depository

    Financial Inst Asst Examiner; Assistant Examiner Non-Depository

    USA Jobs • Saint Paul, MN, US
    Full-time +1
    Assistant Examiner Non-Depository.Job Class : Financial Institutions Assistant Examiner.Who May Apply : Open to all qualified job seekers. Bargaining Unit / Union : 214 - MN Assoc of Professional Empl / MA...Show more
    Last updated: 6 hours ago • Promoted • New!
    Postal Clerk

    Postal Clerk

    USPS • Hastings, MN, USA
    Full-time
    Join the USPS team as a Postal Clerk and help us provide quality customer service to our customers.As a Postal Clerk, you will handle transactions, sort and distribute mail, and help customers with...Show more
    Last updated: 23 days ago • Promoted
    Property Management Administrative Assistant

    Property Management Administrative Assistant

    Accessible Space, Inc. • Saint Paul, Minnesota, USA
    Full-time
    Full-Time Property Management Administrative Assistant.Regional Housing Manager with their.Duties of the Property Management Administrative Assistant : . Department of Housing and Urban Development (H...Show more
    Last updated: 8 days ago • Promoted
    Regional Administrative Support Team Lead - St. Paul Market

    Regional Administrative Support Team Lead - St. Paul Market

    Anywhere Real Estate • Saint Paul, MN, US
    Full-time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the content beautiful and high signal to noise ratio.Show more
    Last updated: 30+ days ago • Promoted
    Requisition Business Office Coordinator

    Requisition Business Office Coordinator

    Benedictine Health System • Hastings, MN, US
    Full-time
    Position supports the efficient operation of the business office, ensuring seamless coordination of administrative tasks, financial processes and customer service functions.The Business Office Coor...Show more
    Last updated: 30+ days ago • Promoted
    Administrative Specialist

    Administrative Specialist

    Lamar Advertising Company • Saint Paul, MN, US
    Full-time
    The Administrative Specialist is the glue that holds the office together! If you're the type of person that shines in an administrative support role for a dynamic team, we have a great opportunity ...Show more
    Last updated: 30+ days ago • Promoted
    Administrative Service Advisor

    Administrative Service Advisor

    Midwest Machinery • Cannon Falls, MN, United States
    Full-time
    The approximate base compensation range is posted, but the actual offer will reflect our total compensation and benefits package. The offer will be determined by a number of factors including the se...Show more
    Last updated: 27 days ago • Promoted