Branch Office Administrator

Edward Jones - Palm Springs, CA

Full-time - Entry Level

Palm Springs, CA

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, we are committed to fostering a collaborative environment where our Branch Office Support Professionals (BOSPs) play a crucial role in our branch teams. As a BOSPs, you will be the first point of contact for our clients, both over the phone and in person. Your primary responsibility will be to build strong relationships with clients, understanding their needs and anticipating their financial challenges. This proactive approach is essential in helping clients achieve their financial goals alongside their financial advisor. In this full-time position, you will work closely with financial advisors to provide exceptional service to our clients. You will be involved in the annual business planning process, contributing to the development of strategies that align with our clients' long-term objectives. Your role will also include actively listening to clients to identify opportunities for additional services that may benefit them. Furthermore, you will take part in driving marketing activities, including planning and executing events that enhance client engagement. Edward Jones values the unique experiences and perspectives of our associates, recognizing that diverse viewpoints contribute to our success. We are dedicated to continuous improvement and professional development, ensuring that you have the support and resources needed to thrive in your role. Our inclusive culture promotes respect for individual contributions, and we celebrate the efforts of our associates through a rewards program that emphasizes long-term career growth and financial security.

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 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

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