Branch Office Administrator

Edward Jones - Princeton, IL

Full-time - Entry Level

Princeton, IL

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 fulfilling opportunity for individuals looking to make a significant impact in the financial services industry. As a BOA, you will collaborate closely with Financial Advisors to assist clients in achieving their long-term financial goals. Edward Jones is proud to serve over seven million clients, and BOAs are considered a vital part of the client team, contributing to the firm's success through their unique experiences and professional backgrounds. The company values diverse viewpoints, which are essential in achieving results and fostering a culture of continuous improvement. In this role, you will receive comprehensive training over six months, including mentorship from an experienced peer. You will have access to a wide support network that spans from your local branch office to the regional and home office levels. While you will often work independently, you will have the backing of thousands of colleagues to support you in your efforts. As a BOA, you will be responsible for delivering exceptional personalized service to clients, ensuring they feel understood and informed. You will take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Additionally, you will be expected to actively listen for situations in clients' lives that may indicate a need for additional services and drive marketing activities, including planning and executing events. Edward Jones fosters an inclusive environment where everyone's unique contributions are valued, and individual efforts are recognized through a rewards program that promotes long-term career growth and financial security for you and your family.

Responsibilities

• Deliver exceptional personalized service to clients to ensure 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 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 and markets work.

Benefits

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