Edward Jones - Columbus, TX

posted about 2 months ago

Full-time - Entry Level
Columbus, TX
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a critical role in our branch teams, which typically consist of two or three members, including a financial advisor. As the first point of contact for clients, you will be responsible for creating a welcoming environment and establishing strong relationships with clients. Your primary goal will be to understand their needs deeply, enabling you to anticipate potential issues and provide proactive solutions. This role is not just about administrative tasks; it is about being an integral part of a team that helps clients achieve their financial goals. In this full-time position, you will work from our branch located at 2126 Highway 71 South, Suite A, Columbus, TX 78934. The BOA will collaborate closely with financial advisors to deliver exceptional personalized service, ensuring that clients feel understood and informed. You will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Your responsibilities will include actively listening for situations in clients' lives that may indicate a need for additional services and driving marketing activities, such as planning and executing events. Edward Jones is committed to fostering a culture of continuous improvement and professional development. We value the unique contributions of each individual and strive to create an inclusive environment where diverse viewpoints are respected. Our associates are recognized for their efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for you and your family. We offer a comprehensive training program, a wide support network, and the opportunity to work independently while being backed by a large team.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Assist in developing strategies during the annual business planning process.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities, including 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 and markets work.

Benefits

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