Branch Office Administrator

Edward Jones - Montpelier, IN

Full-time - Entry Level

Montpelier, IN

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

About the position

At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, which typically consists of two or three members, including a financial advisor. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and establishing strong relationships with clients. This position requires a proactive approach to understanding clients' needs, anticipating potential issues, and providing exceptional personalized service. The BOA collaborates closely with the financial advisor to help clients achieve their long-term financial goals, ensuring that they feel understood and informed throughout their journey. The BOA is also involved in the annual business planning process, contributing to the development of strategies for the upcoming year. This includes actively listening for life events or changes in clients' circumstances that may indicate a need for additional services. Additionally, the BOA drives marketing activities, such as planning and executing events to engage clients and promote the branch's services. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The company provides comprehensive training over six months, including mentorship from experienced peers, and offers a wide support network that extends from the branch office to the home office. This role is ideal for individuals who are relationship builders, problem solvers, and critical thinkers, and who are looking for a fulfilling career in a supportive environment.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring 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

• Strong interpersonal and communication skills to build relationships with clients.
• Ability to listen actively and identify client needs.
• Experience in customer service or a similar role is preferred.
• Proficiency in using office software and technology.

Nice-to-haves

• Experience in financial services or a related field.
• Familiarity with marketing strategies and event planning.

Benefits

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