Edward Jones - Salem, VA

posted 2 months ago

Full-time - Entry Level
Salem, VA
10,001+ employees
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 proactive approach to identifying client needs and potential issues, allowing the BOA to assist clients in achieving their long-term financial goals. The BOA is not only a support role but also a key player in the annual business planning process, contributing to the development of strategies for the upcoming year. The BOA will engage in various marketing activities, including planning and executing events to enhance client relationships and promote 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 and a supportive network, ensuring that BOAs have the resources they need to succeed. In this role, the BOA will work independently while being backed by a large team, fostering a collaborative environment that encourages personal and professional growth. The position is full-time and offers a competitive compensation package, including bonuses, profit sharing, and comprehensive health benefits. Edward Jones is committed to creating an inclusive workplace where diverse viewpoints are respected and valued, contributing to the overall success of the firm.

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

  • 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

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