Branch Office Administrator - Lilydale, MN-98614BR

Edward Jones - Lilydale, MN

Full-time

Lilydale, MN

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) role 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, providing exceptional personalized service and support. This position offers comprehensive training and a supportive network, allowing BOAs to work independently while being backed by a large team.

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 6-month training including an experienced peer to help mentor you.
• A wide support network that extends from your branch office to your region to the home office.