Branch Office Administrator

$41,600 - $46,301/Yr

Edward Jones - Iowa Park, TX

Full-time - Entry Level

Iowa Park, TX

10,001+ employees

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

About the position

At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making it essential for you to build strong relationships and understand their needs. Your primary responsibility will be to get to know your clients so well that you can anticipate their needs and help them identify potential problems before they arise. This proactive approach is vital in assisting clients in achieving their long-term financial goals. In this full-time position, you will work closely with financial advisors to deliver exceptional personalized service, ensuring that clients feel understood and informed. You will also take an active role in the annual business planning process, helping to develop strategies for the upcoming year. Your responsibilities will include actively listening for situations in clients' lives that may indicate a need for additional services and driving marketing activities, such as planning and executing events. Edward Jones is committed to providing a supportive environment for our BOAs, including comprehensive training over six months, mentorship from experienced peers, and a wide support network that extends from your branch office to the home office. We value continuous improvement and professional development, fostering an inclusive culture where everyone's unique contributions are recognized and appreciated. Our BOAs are integral to our success, and we credit much of it to their diverse experiences and backgrounds. If you are looking for a fulfilling career where you can make a positive impact on clients' lives, the BOA role at Edward Jones may be the right opportunity for you. We are proud to serve over seven million clients and believe in a human-centered approach that prioritizes the well-being of our clients, colleagues, and communities.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in developing strategies during the annual business planning process.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities, including 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 and markets work.

Benefits

• Profit sharing
• Health insurance
• 401(k)
• Paid time off including vacation, sick, holidays, and personal days