Branch Office Administrator - Southlake, TX

Edward Jones - Southlake, TX

Full-time - Entry Level

Southlake, TX

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) role at Edward Jones is designed for individuals looking to contribute to a financial services firm that prioritizes client relationships and community impact. BOAs collaborate with Financial Advisors to help clients achieve their long-term financial goals, providing exceptional personalized service and support. This position offers comprehensive training and a supportive network, making it an ideal opportunity for those seeking a fulfilling career in finance.

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.