Branch Office Administrator - Lilydale, MN

Edward Jones - Lilydale, MN

Full-time - Entry Level

Lilydale, MN

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting Financial Advisors and enhancing client relationships. This position is designed for individuals seeking a fulfilling career in financial services, where they can contribute to clients' long-term financial goals while receiving comprehensive training and support from a collaborative team. The BOA is integral to the client team, providing personalized service and assisting in business planning and marketing activities.

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 mentorship from an experienced peer.
• A wide support network extending from the branch office to the home office.