Branch Office Administrator

$41,683 - $48,734/Yr

Edward Jones - Red Wing, MN

Full-time - Entry Level

Red Wing, MN

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 driving marketing activities. BOAs are integral to the branch team, ensuring clients feel understood and informed while helping them achieve their financial goals. The role includes comprehensive training and a supportive network, making it an excellent opportunity for those looking to build a fulfilling career in financial services.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in the annual business planning process.
• Actively listen for situations indicating 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.
• Ability to 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