Branch Office Administrator - Gig Harbor, WA - 95643BR

Edward Jones - Gig Harbor, WA

Full-time - Entry Level

Gig Harbor, WA

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

About the position

The Branch Office Administrator (BOA) role at Edward D. Jones is a fulfilling career opportunity designed for individuals who are eager to support Financial Advisors in helping clients achieve their long-term financial goals. As a BOA, you will be an integral part of the client team, contributing to the success of the firm, which proudly serves over seven million clients. The role emphasizes the importance of diverse experiences and professional backgrounds, recognizing that different viewpoints are essential for achieving results. 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 extends from your branch office to the regional and home office levels, ensuring that you have the resources you need to succeed. While you will often work independently, you will have the backing of a large team dedicated to your success. As a BOA, your responsibilities will include delivering exceptional personalized service to clients, ensuring they 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 be expected to listen actively for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities by planning and executing events. The culture at Edward D. Jones promotes continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. The company values an inclusive environment where everyone's viewpoints are appreciated, contributing to the overall success of the team. Individual efforts are recognized 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.