Branch Office Administrator

Edward Jones - Columbia, MO

Full-time - Entry Level

Columbia, MO

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting financial advisors and enhancing client relationships. This full-time position involves delivering exceptional service, actively participating in business planning, and identifying client needs. The BOA is the first point of contact for clients, making it essential to build strong relationships and provide personalized support to help clients achieve their financial goals.

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 the 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

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage at no cost
• 401k retirement plan
• Health savings account and flexible spending account
• Ten paid holidays
• Fifteen days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program