Branch Office Administrator

$41,683 - $48,734/Yr

Edward Jones - Tulsa, OK

Full-time - Entry Level

Tulsa, OK

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 ensuring exceptional client service. This full-time position involves building relationships with clients, understanding their needs, and assisting them in achieving their financial goals. The BOA is the first point of contact for clients, providing personalized service and support while working collaboratively with the financial advisor. The role includes responsibilities such as business planning, marketing activities, and continuous professional development within a supportive team environment.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in the annual business planning process.
• 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/markets work.

Benefits

• Profit sharing
• Health savings account
• AD&D insurance
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Paid time off
• Employee assistance program
• Vision insurance