Branch Office Administrator - Franklin, TN - 96376BR

$32,000 - $58,000/Yr

Edward Jones - Franklin, TN

Full-time

Onsite - Franklin, TN

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

About the position

The Branch Office Administrator (BOA) role at Edward D. Jones is designed for individuals seeking a fulfilling career in financial services. BOAs collaborate with Financial Advisors to assist clients in achieving their long-term financial goals, contributing significantly to the success of the firm. This position emphasizes personalized client service, strategic business planning, and marketing activities, all within a supportive and inclusive environment.

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.
• Listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Requirements

• High School diploma or equivalent.
• Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.
• Willingness to learn how financial services and markets work.

Nice-to-haves

• Ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.

Benefits

• Comprehensive 6-month training including mentorship from an experienced peer.
• A wide support network extending from the branch office to the home office.
• Recognition of individual efforts through a rewards program that promotes long-term career growth.