Branch Office Administrator

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting financial advisors and ensuring exceptional service for clients. This position involves building strong relationships with clients, understanding their needs, and proactively identifying opportunities to assist them in achieving their financial goals. The BOA is a key member of a small team, often working independently while being backed by a larger support network.

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, including planning and executing events.

Requirements

• Strong relationship-building skills.
• Problem-solving abilities.
• Critical thinking skills.
• Ability to work independently and as part of a team.

Nice-to-haves

• Experience in customer service or client-facing roles.
• Familiarity with financial services or investment products.

Benefits

• Comprehensive 6-month training with mentorship.
• Wide support network from branch to home office.
• Bonus potential and profit sharing.
• 401k or Group RRSP options.
• Comprehensive health benefits.
• Paid time off including vacation, sick, holidays, and personal days.