Branch Office Administrator

Edward Jones - Madison, WI

Full-time - Entry Level

Madison, WI

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 Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making it essential for you to build strong relationships with them. Your primary responsibility 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 administrative tasks; it is about being a proactive partner in helping clients achieve their long-term financial goals. The BOA position is a full-time role based at our branch located at 903 North Star Drive, Madison, WI 53718. You will receive comprehensive training over six months, including mentorship from an experienced peer, and you will have access to a wide 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. In this role, you will deliver exceptional personalized service, ensuring that clients feel understood and informed. You will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Listening attentively to clients will help you identify situations that may indicate a need for additional services, and you will drive marketing activities, including planning and executing events. Edward Jones fosters a culture of continuous improvement and professional development, valuing the unique contributions of each individual. We recognize and reward individual efforts through a program that promotes long-term career growth and financial security for you and your family.

Responsibilities

• Serve as the first point of contact for clients, providing exceptional personalized service.
• Build and deepen client relationships to understand their financial needs.
• Assist financial advisors in developing strategies during the annual business planning process.
• Identify opportunities for additional services based on client interactions.
• Plan and execute marketing activities and events to engage clients.
• Work independently while collaborating with a larger support network.

Requirements

• Strong ability to deepen and broaden client relationships.
• Ability to identify opportunities for efficiency.
• Proficient in current and new office technology.
• Strong organizational skills to manage multiple priorities in a deadline-driven environment.
• Willingness to learn about financial services and markets.

Nice-to-haves

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

Benefits

• Comprehensive health benefits including medical, dental, and vision insurance.
• 401k or Group RRSP with profit sharing and bonus potential.
• Paid time off including vacation, sick leave, holidays, and personal days.
• Opportunities for merit-based salary increases as you progress in the role.
• A rewards program that recognizes individual efforts and promotes long-term career growth.