Edward Jones - Rantoul, IL

posted 5 months ago

Full-time - Entry Level
Rantoul, IL
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 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 financial goals. The BOA position is a full-time role based at our branch office located at 300 South Garrard, Rantoul, IL 61866. 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 spans 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 require additional services, and you will be involved in driving 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.
  • Drive marketing activities, including planning and executing events.

Requirements

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

Nice-to-haves

  • Experience in financial services or a related field.
  • Familiarity with office technology and software.

Benefits

  • Comprehensive health benefits including medical, dental, and vision insurance.
  • 401k plan with profit sharing and bonus potential.
  • Paid time off including vacation, sick leave, holidays, and personal days.
  • A culture of continuous improvement and professional development.
  • Rewards program recognizing individual efforts.
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