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Branch administrator

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team .At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor.You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door.You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away.You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.Job OverviewPosition Schedule : Full-TimeBranch Address : 210 East Grand Crossing, Mobridge, SD 57601If 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. We're proud to serve over seven million clients.Our 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.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 wayCan 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 eventsYou 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.• 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.Hiring Minimum : $20.00Hiring Maximum : $22.26Read More About Job OverviewSkills / RequirementsWhat characteristics would make you a successful BOA?• 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• Willingness to learn how financial services / markets workRead More About Skills / RequirementsAwards & AccoladesAt 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 JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first.With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.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.LI-BOALast updated : 2024-11-26
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$46300K

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What You Should Know About Branch administrator, Edward Jones

Are you a natural relationship builder, a savvy problem solver, or a critical thinker? If you find yourself nodding to these traits, then the Branch Administrator role at Edward Jones in Mobridge, SD might just be your next amazing opportunity! In this vital position, you'll be the first voice clients hear and the friendly face they see, making it essential to foster those connections right from the get-go. As a Branch Office Administrator, you'll team up with financial advisors to help over seven million clients navigate their financial journeys. Your duties will range from nurturing client relationships to identifying their needs before they even arise. Plus, you’ll play an active role in annual business planning and even drive marketing activities—think event planning and managing promotional efforts! To ensure you thrive, we'll provide you with comprehensive training, including mentorship from an experienced peer, and access to a vast support network. You’ll be a part of our inclusive culture that values different viewpoints and fosters continuous professional growth. We believe in recognizing individual contributions, offering a rewarding environment complete with competitive compensation and a rich benefits package. If you’re excited about delivering exceptional service and positively impacting lives, we can’t wait to help you grow in this fulfilling career. Join us at Edward Jones and make a difference today!

Frequently Asked Questions (FAQs) for Branch administrator Role at Edward Jones
What are the main responsibilities of a Branch Administrator at Edward Jones?

As a Branch Administrator at Edward Jones, your primary responsibilities will include delivering exceptional client service, collaborating closely with financial advisors, and actively participating in the annual business planning process. You'll be the cornerstone of client interactions, ensuring that clients feel informed and understood while also identifying opportunities for additional services based on their unique needs.

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What qualifications are needed for the Branch Administrator position at Edward Jones?

To become a Branch Administrator at Edward Jones, you should have strong relationship-building skills, the ability to manage multiple tasks effectively, and a willingness to learn about financial services and markets. Proficiency in current office technologies is also important, along with a deep commitment to creating efficiencies and enhancing client experiences.

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What benefits does Edward Jones offer to Branch Administrators?

Edward Jones provides a comprehensive benefits package for its Branch Administrators, including medical, dental, and vision insurance, paid holidays, vacation days, and participation in a 401k retirement plan. Additionally, associates can enjoy benefits such as short- and long-term disability coverage, flexible spending accounts, and potential bonuses and profit sharing.

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How does training for the Branch Administrator role work at Edward Jones?

At Edward Jones, new Branch Administrators undergo a comprehensive six-month training program that includes mentorship from experienced peers. This training prepares you to handle the unique challenges of the position effectively and ensures that you are fully equipped to deliver exceptional service to our clients.

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Is there room for career advancement as a Branch Administrator at Edward Jones?

Yes! Edward Jones fosters a culture of continuous improvement and professional development, allowing Branch Administrators to advance their careers. The firm values individual contributions and offers opportunities for merit-based salary increases as you gain experience in this impactful role.

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Common Interview Questions for Branch administrator
How do you prioritize tasks when managing multiple client requests as a Branch Administrator?

It's essential to assess the urgency and importance of each request. I would create a prioritized list and remain adaptable, responding to urgent needs while ensuring ongoing communication with clients so they feel valued.

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Can you provide an example of how you've built a strong client relationship in the past?

In a previous role, I took the time to understand my clients' specific needs through active listening and regular check-ins, helping them feel heard and trust that I had their best interests at heart. This led to increased client retention and referrals.

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What strategies do you use to communicate complex financial information to clients effectively?

I focus on simplifying complex concepts by using relatable analogies and visuals. Additionally, I encourage questions and provide written summaries of discussions for easy reference, ensuring clients feel comfortable with the information.

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How do you approach marketing activities as a Branch Administrator?

I start by analyzing past marketing efforts and current client demographics to identify opportunities. Then, I collaborate with my team to plan targeted events that resonate with our clients, fostering deeper connections and engagement.

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What role does teamwork play in the Branch Administrator position?

Teamwork is vital in this role; seamless collaboration with financial advisors ensures clients receive comprehensive support. I believe in open communication and leveraging each team member's strengths to achieve our objectives.

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Describe a time when you identified a client need before it arose.

Once, I noticed a client was increasingly concerned about retirement planning. I proactively scheduled a consultation, which allowed us to explore their concerns and tailor a financial strategy before it became a pressing issue.

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In what ways do you ensure a high level of client satisfaction?

I consistently seek feedback from clients, which helps me understand their experiences. Additionally, I strive to exceed their expectations by being responsive and going above and beyond in servicing their needs.

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How do you manage stress in a fast-paced work environment?

I tackle stress by practicing good time management, taking regular breaks, and maintaining a positive mindset. If I encounter difficult challenges, I reach out to my team for support and solutions.

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What motivates you to work in the financial services industry?

I am passionate about helping people achieve their financial goals. The opportunity to make a real difference in clients' lives and foster meaningful connections with them motivates me every day.

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How do you stay updated on changes in the financial services industry?

I dedicate time to reading industry publications, attending webinars, and participating in professional networks. This continuous learning ensures I remain knowledgeable about new trends and regulations that affect our clients.

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Attn: Teachers and Nurses, you are invited to join us for the “Edward Jones Financial Advisor Career Opportunity Webinar” on January 31, 2023, from 6-6:30 pm CST. Register Now: https://cvent.me/Yw1oZA?RefId=GDR Edward Jones serves nearly 7 mill...

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Full-time, on-site
DATE POSTED
December 4, 2024

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