Branch Office Administrator

$98,925 - $190,590/Yr

Edward Jones - Crestview, FL

Full-time - Entry Level

Crestview, FL

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting Financial Advisors and ensuring clients achieve their long-term financial goals. This position emphasizes personalized service, active participation in business planning, and marketing activities, all within a supportive and inclusive environment. The BOA is integral to the client team, contributing to the firm's success through their unique experiences and professional backgrounds.

Responsibilities

• Deliver exceptional personalized service to ensure clients 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

• Strong interpersonal and communication skills to effectively engage with clients and team members.
• Ability to work independently while being part of a larger support network.
• Willingness to participate in comprehensive training and mentorship programs.

Nice-to-haves

• Experience in financial services or a related field.
• Familiarity with marketing strategies and event planning.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability insurance
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Paid holidays (10)
• Vacation days (15)
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program.