Branch Office Administrator

Edward Jones - Danville, VA

Full-time - Entry Level

Danville, VA

10,001+ employees

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

About the position

At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, working closely with financial advisors to provide exceptional service to clients. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and building strong relationships. This position requires a proactive approach to understanding clients' needs, anticipating potential issues, and providing solutions that align with their financial goals. The BOA is integral to the success of the branch, contributing to the overall client experience and satisfaction. The BOA will engage in various responsibilities, including delivering personalized service, actively participating in the annual business planning process, and driving marketing activities. This role is designed for individuals who are not only skilled in client relations but also possess strong organizational and multitasking abilities. The BOA will receive comprehensive training and support from experienced peers and a wide network within the company, ensuring they are well-equipped to succeed in their role. Edward Jones fosters a culture of continuous improvement and professional development, valuing the unique contributions of each associate. The company recognizes individual efforts through a rewards program that promotes long-term career growth and financial security. Full-time associates enjoy a competitive compensation package, including bonuses, profit sharing, and comprehensive health benefits, along with paid time off for vacations, sick days, holidays, and personal days.

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 such as 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/markets work.

Benefits

• Bonus potential
• Profit sharing
• 401k (U.S.) or Group RRSP (Canada)
• Comprehensive and competitive health benefits
• Paid time off including vacation, sick, holidays, and personal days