Sr. Branch Office Administrator

Edward Jones

3.8

(16)

Fitchburg, WI

Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

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    Position summary

    ch Address: 2979 Triverton Pike Dr Ste 101, Fitchburg, WI 53711

    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.

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

    • Comprehensive 6-month training including another experienced BOA 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

    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:
      • A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach.

      • Paid time off including vacation, sick, holidays and personal days

    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 is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.

    • Supporting a top performing Financial Advisor and branch, combined base and bonus awards can range from $80K+ annually. * Compensation is based on firm and branch performance as well as personal performance. Figures are based on past few years. Past performance does not guarantee future performance and individual compensation may vary.

    Hiring Minimum: $21.52
    Hiring Maximum: $25.16

    Skills/Requirements

    What characteristics would make you a successful Sr. BOA?

    • 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

    Awards & 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

    About Us

    Join 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.

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    Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.