Branch Office Administrator

Edward Jones - Havre de Grace, MD

Full-time - Entry Level

Havre de Grace, MD

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, working closely with financial advisors to provide exceptional service to clients. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and ensuring that clients feel understood and informed. This position requires a strong focus on relationship building, problem-solving, and critical thinking skills. The BOA is expected to develop a deep understanding of clients' needs, proactively identifying potential issues and opportunities for additional services. The BOA will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. This includes driving marketing activities, planning and executing events, and collaborating with the financial advisor to enhance client engagement. The role is designed for individuals who thrive in a supportive team environment while also being able to work independently. Edward Jones provides comprehensive training and a wide support network to ensure that BOAs have the resources they need to succeed. The culture at Edward Jones emphasizes continuous improvement and professional development, valuing the unique contributions of each team member. The company recognizes individual efforts through a rewards program that promotes long-term career growth and financial security for employees and their families. Full-time associates enjoy a competitive compensation package, including bonuses, profit sharing, and comprehensive health benefits, along with paid time off for vacations, sick days, holidays, and personal days.

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, including planning and executing events.

Requirements

• Strong relationship-building skills to connect with clients and understand their needs.
• Problem-solving abilities to identify and address client issues proactively.
• Critical thinking skills to analyze situations and develop effective strategies.

Nice-to-haves

• Experience in a customer service or administrative role.
• Familiarity with financial services or investment products.

Benefits

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