Branch Office Administrator - Medina, OH

Edward Jones - Chippewa Lake, OH

Full-time

Chippewa Lake, OH

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 the financial services sector. BOAs collaborate with Financial Advisors to assist clients in achieving their long-term financial goals, playing a crucial role in the client team. The position emphasizes the importance of diverse experiences and viewpoints to drive success, and offers comprehensive training and support to ensure effective performance.

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

• 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.