Branch Office Administrator

Edward Jones - York, PA

Full-time - Entry Level

York, PA

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, whether on the phone or in person, the BOA is responsible for building strong relationships and understanding clients' needs. This position is not just about administrative tasks; it involves actively engaging with clients to identify their financial goals and potential challenges before they arise. The BOA is integral to the success of the branch, contributing to the overall client experience and satisfaction. The role includes a comprehensive training program lasting six months, during which new BOAs will receive mentorship from experienced peers. This support network extends beyond the branch, connecting BOAs with resources from the regional and home office levels. While the BOA will often work independently, they will have the backing of a large team dedicated to their success. In addition to client interaction, the BOA will participate in the annual business planning process, helping to develop strategies for the upcoming year. This includes actively listening for life events that may indicate a need for additional services and driving marketing activities, such as planning and executing events. The culture at Edward Jones emphasizes continuous improvement and professional development, fostering an inclusive environment where diverse viewpoints are valued and contribute to achieving results.

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 and critical thinking.
• Excellent communication skills, both verbal and written.
• Ability to work independently while being part of a larger team.

Nice-to-haves

• Experience in a client-facing role.
• Familiarity with financial services or investment products.

Benefits

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