Branch Office Administrator - Honesdale, PA - 95934BR

Edward Jones - Honesdale, PA

Full-time - Entry Level

Honesdale, PA

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 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. With a client base of over seven million, the role is integral to the success of the firm, and BOAs are recognized as valuable members of the client service team. The company prides itself on fostering a diverse environment where different perspectives are appreciated, contributing to innovative solutions and results. In this position, you will receive comprehensive support, including a six-month training program that pairs you with an experienced mentor. This training is designed to equip you with the necessary skills and knowledge to excel in your role. You will also have access to a wide support network that spans from your local branch to the regional and home office levels, ensuring you are never alone in your efforts. As a BOA, your responsibilities will include 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, helping to develop strategies for the upcoming year. Additionally, you will need to listen attentively to clients to identify situations that may indicate a need for additional services, and you will drive marketing activities by planning and executing events to promote the branch's offerings. The culture at Edward D. Jones emphasizes continuous improvement and professional development, reflecting a deep respect for individual contributions. The company recognizes and rewards individual efforts through a comprehensive rewards program that supports long-term career growth, financial security, and the well-being of you and your family.

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 the 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

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