Branch Office Administrator

$41,683 - $48,734/Yr

Edward Jones - Portage, IN

Full-time - Entry Level

Portage, IN

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 strong 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 client situations that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.

Requirements

• Experience in financial services is preferred.
• Strong ability to deepen and broaden client relationships.
• Ability to identify opportunities for efficiency.
• 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