Branch Office Administrator - Knoxville, TN - 95132BR

$42,952 - $70,408/Yr

Edward Jones - Knoxville, TN

Full-time

Onsite - Knoxville, 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 a fulfilling career opportunity designed for individuals who are passionate about helping clients achieve their long-term financial goals. As a BOA, you will collaborate closely with Financial Advisors to provide exceptional service to over seven million clients. This position is integral to the client team, and the unique experiences and professional backgrounds of BOAs are highly valued, contributing significantly to the firm's success. 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. Additionally, you will have access to 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 a large team to assist you in your responsibilities. As a BOA, you will be responsible for delivering personalized service to clients, ensuring they feel understood and informed about their financial options. You will also play an active role in the annual business planning process, helping to develop strategies for the upcoming year. Your ability to listen actively will be crucial in identifying situations in clients' lives that may indicate a need for additional services. Furthermore, you will drive marketing activities, including planning and executing events to promote the branch's services. The culture at Edward D. Jones emphasizes continuous improvement and professional development, reflecting a deep respect for individuals and their unique contributions. The company fosters an inclusive environment where diverse viewpoints are valued, which helps achieve better results. 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.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring 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

• High School diploma or equivalent required.
• Strong communication and interpersonal skills to interact effectively with clients and team members.
• Ability to work independently while being part of a larger team.

Nice-to-haves

• Experience in a customer service or administrative role is preferred.
• Familiarity with financial services or investment products is a plus.

Benefits

• Comprehensive 6-month training program with mentorship.
• Access to a wide support network from branch to home office.
• Rewards program promoting long-term career growth and financial security.