Branch Office Administrator

Edward Jones - Bismarck, ND

Full-time - Entry Level

Bismarck, ND

10,001+ employees

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

About the position

At Edward Jones, we are looking for a Branch Office Support Professional (BOA) who will play a critical role in our branch teams, which typically consist of two or three members, including a financial advisor. As the first point of contact for clients, you will be responsible for creating a welcoming environment and establishing strong relationships. Your primary focus will be to understand your clients deeply, enabling you to anticipate their needs and help them navigate their financial journeys effectively. This role is not just about answering calls or managing schedules; it’s about being an integral part of a team that is dedicated to helping clients achieve their financial goals. In this full-time position, you will work from our branch located at 1050 E Interstate Ave, Suite 121, Bismarck, ND 58503. The BOA role is designed for individuals who are looking for a fulfilling career in financial services. You will collaborate closely with financial advisors to assist clients in reaching their long-term financial objectives. We take pride in serving over seven million clients, and our BOAs are essential to our success, bringing unique experiences and perspectives to the team. You can expect a supportive environment that includes a comprehensive six-month training program, mentorship from experienced peers, and a vast support network that extends from your branch to the home office. While you will often work independently, you will have the backing of thousands of colleagues who are committed to your success. We foster a culture of continuous improvement and professional development, valuing the contributions of each individual and promoting an inclusive atmosphere where diverse viewpoints are celebrated. As a BOA, you will be responsible for delivering exceptional personalized service, actively listening to clients, and identifying opportunities for additional services. You will also play a key role in the annual business planning process and drive marketing activities, including planning and executing events. Your ability to manage multiple priorities in a deadline-driven environment will be crucial to your success in this role.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in developing strategies during 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

• 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 and markets work.

Benefits

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