Edward Jones - Westbrook, ME

posted 4 months ago

Full-time
Westbrook, ME
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 by delivering exceptional personalized service to over seven million clients. The role emphasizes the importance of unique experiences and professional backgrounds, fostering a culture that values diverse viewpoints to achieve results. In this position, you will receive comprehensive training over a six-month period, which includes mentorship from an experienced peer. 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 extends from your branch office to the regional and home office levels, ensuring that you are never alone in your efforts. While you will often work independently, you will have the backing of a large team dedicated to your success. Your responsibilities will include actively listening to clients to identify their needs, participating in the annual business planning process, and driving marketing activities such as planning and executing events. The company promotes a culture of continuous improvement and professional development, recognizing individual contributions and efforts through a rewards program that supports long-term career growth and financial security for you and your family. The BOA role is not just about administrative tasks; it is about building and deepening client relationships, identifying opportunities for efficiency, and managing multiple priorities in a fast-paced environment. Proficiency in current office technology and a willingness to learn about financial services and markets are essential for success in this role.

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.
  • 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 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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