Branch Office Administrator - Washougal, WA - 96514BR

Edward Jones - Washougal, WA

Full-time - Entry Level

Washougal, 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. This position is integral to the client team, and the success of Edward D. Jones is largely attributed to the unique experiences and professional backgrounds of its BOAs. The company values diverse viewpoints, which contribute to achieving optimal results for clients. 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 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 dedicated to your success. Your responsibilities will include delivering exceptional personalized service to clients, ensuring they feel understood and informed about their financial situations. 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 actively listen for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities by planning and executing events. Edward D. Jones fosters a culture of continuous improvement and professional development, reflecting a deep respect for individuals and their unique contributions. The company promotes an inclusive environment where diverse 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. Full-time Associates enjoy a comprehensive compensation package that includes bonus potential, profit sharing, a 401k plan, and competitive health benefits, along with paid time off for vacation, sick days, holidays, and personal days.

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

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