Edward Jones Administrator Interview Questions | Glassdoor

Edward Jones Administrator Interview Questions

Updated Dec 1, 2017
151 Interview Reviews

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  1.  

    BOA Branch Office Administrator Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 4 weeks. I interviewed at Edward Jones in November 2017.

    Interview

    First, a 30 minute phone interview with someone from corporate office. They ask a series of situational questions (tell me a time when...). They want to know what the situation was, what you did to solve it, and what the outcome was. I recommend having a few scenarios prepared. You may then move on to an in-person interview with the FA who will ask you similar questions along with a few get-to-know you questions. This interview should last about an hour. Finally, I was invited back for a second interview with the FA, was asked additional questions, and got to know the FA more personally in a laid-back setting. After all of this, I did not receive an offer. It was a long process to go through to not receive an offer unless the FA was really just torn on who to choose. If you do receive an offer make sure you absolutely love your FA because you will work together very closely.

    Interview Questions

    • Why do you want to work as a BOA with Edward Jones?   Answer Question
    • Tell me about a time you gave exceptional client service and went above and beyond.   Answer Question
    • Tell me about a time you had to be critical of a co-worker and how did they respond?   Answer Question
    • How did you handle a project with a deadline?   Answer Question
    • Tell me about a time you experienced a new challenge at work and how did you respond?   Answer Question
    • Describe a time your manager critiqued your work and how did you handle it?   Answer Question

  2. Helpful (3)  

    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeks. I interviewed at Edward Jones.

    Interview

    Very personable and straight forward. Quick at responding to calls. Typical interview questions. Very laid back and was made to feel like I was having a regular conversation with an acquaintance. There were no games or intimidation tactics, which gave me a huge amount of respect for the company right there and then,

    Interview Questions

    • Tell me about a time you had to work as a team and needed to reach a goal. How did you go about doing so?
      What type of work pace do you enjoy or thrive in the most?
      Tell me about a time you had to solve a problem with no clear solution?
      Did you ever experience a change in your workplace, how did it affect you and how long did it take you to overcome that change?   Answer Question
  3. Helpful (7)  

    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at Edward Jones in September 2017.

    Interview

    This was an initial phone interview. Took 30 min. Recruiter ended with wanting me to proceed with interviewing process. The call was a little late too. It was pretty laid back in my opinion.

    Interview Questions

    • Why are you leaving current employer?   Answer Question
    • What are your daily responsibilities?   Answer Question
    • Do you have any licenses, investments elsewhere, or are related to any finance advisers?   Answer Question
    • When did you have an error at work and how did you fix it?   Answer Question
    • Describe a time you went above and beyond for a customer.   Answer Question
    • How did you handle a project with a deadline?   Answer Question
    • How do you handle changes in scheduling/duties/ staffing?   Answer Question
    • Describe a time when you had to handle negative feedback from a customer.   Answer Question

  4. Helpful (2)  

    BOA Branch Office Administrator Interview

    Anonymous Employee in Tucson, AZ
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Edward Jones (Tucson, AZ).

    Interview

    Very intense and thorough: Submit your resume online, Phone interview with someone in the BOA hiring team at Home Office in St. Louis, MO. Face to Face interview with the office you would like to work in, Skills testing, Drug Testing and Fingerprinting, Last follow up phone interview with Home Office with either details of your offer or termination of process.

    Interview Questions


  5. Helpful (4)  

    BOA Branch Office Administrator Interview

    Anonymous Interview Candidate in Kent, WA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Edward Jones (Kent, WA) in August 2017.

    Interview

    Shortly after I submitted my online application, I was called by a recruiter from HR at Edward Jones' corporate office in St. Louis to schedule a phone interview the following week. They were very flexible in booking the specific time. Make sure you pay attention to their Central time zone. Within a day or two of my phone interview, I was called by the BOA of the local office to schedule an in-person interview with the financial advisor. For both the phone and in-person interviews, they are working from a script and asking you mostly situational questions about your past work experience. The FA I met with was very good about sharing with me how the office works and the current distribution of work between him and the two BOA's in his office. He also answered all of my questions thoroughly. A day or two after my office interview, I received a more in-depth assessment that I was given one-hour to complete online. It took me 47-48 minutes.

    Interview Questions

    • Please share a time when you were given a task to do, but you did not have everything you needed to do it. How did you handle it and what was the outcome?   Answer Question

  6.  

    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 5 weeks. I interviewed at Edward Jones in August 2017.

    Interview

    Phone interview, if you pass, you'll have an in person interview. There are multiple online forms to complete regarding your background, asking about your finances. If you have any bankruptcies, collection, basically any issues/problems with money. If you pass that step, I had a 2nd in person interview. Personality test. Complete background check. Drug screen. Fingerprinting. The whole process took approximately 4 weeks. Aug 26 phone interview. Sept 27 job offer.

    Interview Questions

    • They want real life scenarios that you can answer based on real experiences. They are usually 2 & 3 part questions. i.e. Name a time where you had to plan an event with limited time & limted resources. What was the outcome.   Answer Question

  7. Helpful (6)  

    BOA Branch Office Administrator Interview

    Anonymous Interview Candidate in Cape Coral, FL
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. I interviewed at Edward Jones (Cape Coral, FL) in July 2017.

    Interview

    I applied online and was contacted by email a few days later to set up a phone interview. An Edward Jones recruiter called me as instructed in the email at the designated date and time.

    The interviewer first asked me to give a brief overall of my current job position, including current duties and responsibilities.

    They told me that a typical Edward Jones office has 2 people- the Financial Advisor and the BOA.

    The Salary is hourly, paying $30K-$36K a year. There are also annual bonuses, profitable and performance bonuses.

    They do not require any licenses for the BOA and they do not sponsor you if you want to be licensed.

    They also require you to transfer all investments, brokerage accounts, and/or custodian accounts to Edward Jones within the first 3 months of working there.

    After this they went into the interview questions. They wanted a specific SITUATION, ACTION, AND RESULT or the STAR Method. I recommend you be prepared to give details to the questions they ask.

    Interview Questions

    • Tell me about a time you dealt with a difficult customer?
      Describe a situation when you were on a team and you had to meet a tight deadline?
      Describe a time when you asked your manager to critic your work and how did you handle it?
      Tell me about a time you made a mistake and how did you handle it?
      Tell me about a time there was a negative change to your work and how did it affect you?   Answer Question
  8. Helpful (2)  

    Branch Office Administrator Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. I interviewed at Edward Jones.

    Interview

    I applied online and received an email the same day to set up a telephone interview. I didn't get too far into the interview as I was told that it was a requirement that I transfer and invest all of my retirement savings from my previous job into their company. I was very apprehensive about this. Too many what ifs… What if I was let go, fired, had to leave on my own accord, etc. I like my future savings exactly where it is.

    Interview Questions


  9.  

    BOA- Branch Office Administrator Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 3 weeks. I interviewed at Edward Jones (Chicago, IL) in July 2017.

    Interview

    Filled out the application, got an email the next day to set up a phone interview. Standard STAR questions asking to brag on yourself basically with actual work experiences. Then, same day, was emailed a second part to the application. Work history, education experience, and a long list of yes or no questions. The next day, got a call from the FA for a face to face interview. Very pleasant, similar questions, sharing about yourself, etc. Then I was emailed, same day, a timed online assessment test. Test had problem solving questions on first half and agree or disagree personal questions on second half. Pretty easy. Long process, it's been close to 3 weeks since I applied, still waiting back for test results and more info.

    Interview Questions


  10.  

    BOA Branch Office Administrator Interview

    Anonymous Interview Candidate in Missoula, MT
    No Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 6+ weeks. I interviewed at Edward Jones (Missoula, MT) in July 2017.

    Interview

    I applied online and submitted my application. I got an email a week later to schedule a phone interview which was a week and a half out. I completed the phone interview which was 30 minutes. Five different situational questions. Was emailed links to sign off on background checks and such. I passed the phone screening so I got a call from the recruiter again to guide me through the real application. Took me 2 hours to complete. They need 10 years of work history with salary information. All of mine were estimates since my salary never was consistent for a whole year. Two days later I got a call from the Financial Advisor who was looking for the BOA. We scheduled an in person interview about a week out. I met with her and she asked five situational questions again, different than the originals. My FA had been working for EJ for 13 years so is very established and knows what she wants. She was very straightforward and wanted to make sure I knew what the job was. The job is 30% banking which is not explained in any step prior to this. Just something to be aware of. I felt like the interview went well. Afterwards, I was sent a personality and aptitude test. Nothing too crazy. Too about 45 minutes. This was two weeks ago. I have not heard anything yet. I emailed the recruiter inquiring as to my status and if she needed anything else. I was told I am still in the running and that they were working through the process. I had anticipated his after reading others reviews. It's been a month and a half since I initially applied. In my area, the pay is VERY good so I am ok with jumping through some hoops. Also the prospect of getting to work alone is extremely appealing to me. I hope to hear from them within the next two weeks either way.

    Interview Questions

    • Tell me a time when you failed at something, why you failed at it, and what you did to correct it in the future.   1 Answer

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