Senior Branch Office Administrator - Berlin, NH

<h3>Search for Branch Support Positions by State</h3> <p>New Hampshire </p> <h3>Position Type</h3> <p>Branch Support - BOA </p> <h3>Position Schedule</h3> <p>Full-Time </p> <h3>EEO Statement</h3> <p>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.</p> <h3>Company Description</h3> <p>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.<br/><br/>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. <br/><br/>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. <br/><br/>View our <a href="https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&amp;utm_source=DIRECT">Purpose, Inclusion and Citizenship Report</a>.<br/><br/><span>¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.</span><br/> </p> <h3>Awards and Accolades</h3> <p>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.<br/><br/>Check out our U.S. awards and accolades: <a href="https://careers.edwardjones.com/blog/?_sft_category=awards-accolades">Insights &amp; Information Blog Postings about Edward Jones</a><br/><br/>Check out our Canadian awards and accolades: <a href="https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca">Insights &amp; Information Blog Postings about Edward Jones</a></p> <h3>Country</h3> <p>United States </p> <h3>Position Requirements</h3> <p><p><strong>What skills would make you a successful Sr. BOA?</strong></p><ul><li>Analytical Thinking</li><li>Attention to Detail</li><li>Adaptability</li><li>Conversational Skills</li><li>Digital Tool Utilization</li><li>Team Collaboration</li></ul><p><strong>Role Requirements</strong></p><ul><li>5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility</li><li><strong>Client Service:</strong>  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.</li><li><strong>Account Management:</strong>  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.</li><li><strong>Administrative &amp; Operational Support:</strong>  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. </li><li><strong>Technology:</strong>  Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li></ul></p> <h3>City</h3> <p>Berlin</p> <h3>Salary Information</h3> <p><strong>You can also expect…</strong><ul><li>A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li><li>An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.</li><li>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</li><li>Full-time Associates receive the following benefits:<ul><li>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&amp;D coverage. Short- and long-term disability, basic life, and basic AD&a