Branch Office Administrator

Edward Jones - Fairfield, TX

Full-time - Entry Level

Fairfield, TX

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. BOAs are integral to the branch team, ensuring clients feel understood and informed while contributing to their long-term financial goals.

Responsibilities

• Deliver exceptional personalized service to clients.
• Take an active role in the annual business planning process.
• 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

• Comprehensive health benefits including medical, dental, and vision coverage.
• 401k retirement plan with profit sharing and bonus potential.
• Paid time off including vacation, sick days, holidays, and personal days.
• Employee Assistance Program.
• Paid day for volunteerism.