Branch Office Administrator - Carroll, IA

Edward Jones - Carroll, IA

Full-time - Entry Level

Carroll, IA

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Join Edward Jones, a Fortune 500 company that prioritizes people and values contributions from all associates. As a Branch Office Administrator (BOA), you will play a crucial role in partnering with Financial Advisors to help clients achieve their long-term financial goals. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are proud to be a privately-owned firm that focuses on client needs rather than shareholder returns. Our purpose is to create a positive impact in the lives of our clients and colleagues, and to better our communities and society as a whole. In this role, you will be part of a team that values diverse experiences and professional backgrounds, recognizing that different viewpoints contribute to achieving results. You will receive comprehensive training over six months, including mentorship from experienced peers, and will have access to a wide support network that extends from your branch office to the home office. While you will often work independently, you will have the backing of thousands of colleagues to support you every step of the way. As a BOA, you will deliver exceptional personalized service to ensure clients feel understood and informed. You will take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Additionally, you will actively listen for situations in clients' lives that may indicate a need for additional services and drive marketing activities, including planning and executing events. Our culture promotes continuous improvement and professional development, reflecting respect for individuals and their unique contributions. We recognize individual efforts through a rewards program that promotes long-term career growth, financial security, and the well-being of you and your family. Full-time associates enjoy a comprehensive compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and competitive health benefits, along with paid time off for vacation, sick days, holidays, and personal days.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Requirements

• 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 work.

Benefits

• A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits.
• Paid time off including vacation, sick, holidays and personal days.