Branch Office Administrator - Clovis, NM

Edward Jones - Clovis, NM

Full-time - Entry Level

Clovis, NM

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting Financial Advisors and enhancing client relationships. This position is designed for individuals seeking a fulfilling career in financial services, where they can contribute to clients' long-term financial goals while receiving comprehensive training and support from a collaborative team. The BOA is integral to the client team, ensuring exceptional service and actively participating in business planning and marketing activities.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Listen actively for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.

Requirements

• Strong ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.
• Proficient in current and new office technology.
• Willingness to learn how financial services and markets work.
• Strong ability to work independently.
• Ability to manage multiple priorities in a deadline-driven environment.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability insurance
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• Fifteen days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program