Branch Office Administrator

Edward Jones - Rensselaer, IN

Full-time - Entry Level

Rensselaer, IN

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 member of the branch team, working closely with financial advisors to help clients achieve their long-term financial goals. BOAs are the first point of contact for clients, providing exceptional personalized service and actively listening to identify their needs. This role involves a combination of client relationship management, business planning, and marketing activities, all within a supportive and inclusive environment that values individual contributions.

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 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, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits.
• Paid time off including vacation, sick, holidays and personal days.