Branch Office Administrator - Tumwater, WA - 95859BR

Edward Jones - Tumwater, WA

Full-time - Entry Level

Tumwater, 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 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. The role is integral to the client team, and the company prides itself on serving over seven million clients, attributing much of its success to the diverse experiences and professional backgrounds of its BOAs. The company values different viewpoints, which contribute to achieving results and enhancing client satisfaction. 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 the role requires a degree of independence, you will have the backing of a large team to ensure your success. Your responsibilities will include delivering exceptional personalized service to clients, ensuring they feel understood and informed about their financial options. You will take an active role in the annual business planning process, assisting in the development of 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, including planning and executing events. The company fosters a culture of continuous improvement and professional development, respecting individuals and their unique contributions. An inclusive environment is promoted, where every team member's viewpoint is valued, contributing to overall success. 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

• Deliver exceptional personalized service to clients to ensure they feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Listen actively 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 days, holidays, and personal days.