Branch Office Administrator

$41,600 - $46,301/Yr

Edward Jones - Bogart, GA

posted 4 months ago

Full-time - Entry Level
Bogart, GA
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 the first point of contact for clients, you will be responsible for creating a welcoming environment and establishing strong relationships. Your primary goal will be to understand your clients' needs deeply, allowing you to anticipate their financial challenges and provide tailored solutions. This position is not just about administrative tasks; it is about being an integral part of a team that helps clients achieve their long-term financial goals. In this role, you will engage in various responsibilities, including delivering exceptional personalized service, actively participating in the annual business planning process, and driving marketing activities such as planning and executing events. You will also be expected to listen attentively to clients, identifying situations that may indicate a need for additional services. Edward Jones prides itself on fostering a culture of continuous improvement and professional development, ensuring that every team member feels valued and respected. The BOA position offers a comprehensive training program lasting six months, during which you will receive mentorship from experienced peers. You will have access to a wide support network that extends from your branch office to the home office, ensuring you are never alone in your efforts. This role is ideal for someone who enjoys working independently while being part of a larger team dedicated to client success. If you are looking for a fulfilling career where your contributions are recognized and rewarded, the BOA role at Edward Jones may be the perfect fit for you.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Take an active role in the annual business planning process.
  • 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

  • Profit sharing
  • Health insurance
  • 401(k)
  • Paid time off
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service