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Sr BOAEdward Jones • La Crosse, Wisconsin, United States
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Sr BOA

Edward Jones
  • US
    La Crosse, Wisconsin, United States
  • US
    La Crosse, Wisconsin, United States
Apply Now

About

Job Description:

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. The primary role of the Sr. 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 Sr. 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 Sr. 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

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

Awards and Accolades

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.

Requirements

What skills would make you a successful Sr. BOA?

  • Analytical Thinking
  • Attention to Detail
  • Adaptability
  • Conversational Skills
  • Digital Tool Utilization
  • Team Collaboration

Role Requirements

  • 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
  • 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.
  • La Crosse, Wisconsin, United States

Languages

  • English
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