Branch Office Administrator

$41,683 - $48,734/Yr

Edward Jones - Sun City West, AZ

Full-time - Entry Level

Sun City West, AZ

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 enhancing client relationships. This full-time position involves delivering exceptional personalized service, actively participating in business planning, and identifying client needs to provide additional services. The BOA is the first point of contact for clients, making it essential to build strong relationships and understand their financial goals. The role includes comprehensive training and a supportive team environment, emphasizing the importance of collaboration and individual contributions.

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

• Experience in financial services is preferred.
• Ability to deepen and broaden client relationships.
• Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.
• Willingness to learn about financial services and markets.

Nice-to-haves

• Experience in customer service or client relations.
• Familiarity with financial products and services.

Benefits

• 401(k) retirement plan
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid holidays
• Vacation days
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing