Edward Jones - Seattle, WA

posted 4 months ago

Full-time - Entry Level
Seattle, WA
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 eager to support Financial Advisors in helping clients achieve their long-term financial goals. As a BOA, you will be an integral part of the client team, contributing to the success of the firm, which proudly serves over seven million clients. The role emphasizes the importance of diverse experiences and professional backgrounds, recognizing that different viewpoints can lead to better results. In this position, 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 role. You will also benefit from 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, your primary responsibilities will include 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 be expected to listen actively for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities by planning and executing events. The culture at Edward D. Jones promotes continuous improvement and professional development, valuing the unique contributions of each individual. The firm recognizes individual efforts through a rewards program that supports 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

  • 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

  • Compensation package that includes bonus potential and profit sharing.
  • 401k (U.S.) or Group RRSP (Canada).
  • Comprehensive and competitive health benefits.
  • Paid time off including vacation, sick, holidays, and personal days.
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