Branch Office Administrator - Cranberry Township, PA - 95358BR

Edward Jones - Cranberry Township, PA

Full-time - Entry Level

Cranberry Township, PA

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

About the position

The Branch Office Administrator (BOA) role is a fulfilling opportunity for individuals looking to make a significant impact in the financial services industry. As a BOA, you will collaborate closely with Financial Advisors to assist clients in achieving their long-term financial goals. Our organization proudly serves over seven million clients, and BOAs are integral to our client teams. We attribute much of our success to the diverse experiences and professional backgrounds of our BOAs, as we believe that different viewpoints contribute to achieving optimal results. In this role, you will receive comprehensive support, including a six-month training program that pairs you with an experienced peer mentor. This training is designed to equip you with the necessary skills and knowledge to excel in your position. You will also benefit from a wide support network that spans from your local branch office to the regional and home office levels. While you will often work independently, you will have the backing of thousands of colleagues who are committed to your success. As a BOA, you will be responsible for delivering exceptional personalized service to clients, ensuring they feel understood and informed about their financial options. You will play an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Additionally, you will need to actively listen for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities, including planning and executing events to promote our services. Our company culture emphasizes continuous improvement and professional development, reflecting our respect for individuals and their unique contributions. We foster an inclusive environment where everyone's viewpoints are valued, which helps us achieve our collective goals. 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 clients to ensure they 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

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