Branch Office Administrator - Everett, WA - 95090BR

Edward Jones - Everett, WA

Full-time

Everett, WA

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

About the position

The Branch Office Administrator (BOA) role is a vital position within our organization, designed for individuals who are looking for a fulfilling career 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 commitment to serving over seven million clients is a testament to the importance of this role, and we recognize that the unique experiences and professional backgrounds of our BOAs contribute significantly to our success. We believe that diverse viewpoints are essential in helping us achieve the best results for our clients. In this position, 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 role. You will also benefit from a wide support network that spans from your branch office to the regional and home office levels. While you will often work independently, you will have the backing of a team of thousands, ensuring that you are never alone in your efforts to provide exceptional service to our clients. As a BOA, you will be responsible for delivering personalized service that ensures 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 need to actively listen for situations in clients' lives that may indicate a need for additional services, allowing you to deepen and broaden client relationships. You will also drive marketing activities, including planning and executing events that promote our services and engage clients. Our culture emphasizes continuous improvement and professional development, reflecting our respect for individuals and their unique contributions. We foster an inclusive environment where every viewpoint is valued, and 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

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