Branch Office Administrator - New Milford, CT - 95926BR

$48,360 - $56,514/Yr

Edward Jones - New Milford, CT

Full-time - Entry Level

Onsite - New Milford, CT

51-100 employees

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. Edward D. Jones is proud to serve over seven million clients, and BOAs are considered a vital part of the client team. The company attributes much of its success to the diverse experiences and professional backgrounds of its BOAs, emphasizing the importance of different viewpoints in achieving results. 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. You will also benefit from a wide support network that extends from your 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 exceptional personalized service to clients, ensuring they feel understood and informed. You will take an active role in the annual business planning process, helping to develop strategies for the upcoming year. Additionally, you will need to actively listen for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities, including planning and executing events. The company fosters a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. Edward D. Jones promotes an inclusive environment where everyone's viewpoints are valued, contributing to the overall success of the team. Individual efforts are recognized through a rewards program that supports long-term career growth, financial security, and the well-being of you and your family.

Responsibilities

• Collaborate with Financial Advisors to assist clients in achieving their long-term financial goals.
• Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
• Participate in the annual business planning process to help develop strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.

Requirements

• High School diploma or equivalent required.
• Strong interpersonal and communication 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 customer service or administrative roles is preferred.
• Familiarity with financial services or investment products is a plus.

Benefits

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