Branch Office Administrator

Edward Jones - Grants Pass, OR

Full-time - Entry Level

Grants Pass, OR

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 a full-time position that serves as a critical support member of a small branch team, working closely with financial advisors to help clients achieve their financial goals. The BOA is the first point of contact for clients, responsible for delivering exceptional personalized service and actively listening to clients' needs. This role involves a variety of responsibilities, including assisting in business planning, driving marketing activities, and ensuring clients feel understood and informed.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in the annual business planning process to develop 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

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage at no cost to associates
• Basic life and AD&D coverage at no cost to associates
• 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