Branch Office Administrator

Edward Jones - Terre Haute, IN

Full-time - Entry Level

Terre Haute, IN

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 Support Professional (BOA) who will play a critical 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 with clients. Your primary goal will be to understand their needs deeply, allowing you to anticipate potential issues and provide proactive solutions. This role is not just about answering calls or greeting clients; it’s about being an integral part of a team that helps clients achieve their financial goals. In this full-time position, you will work closely with financial advisors to deliver exceptional personalized service. You will engage in the annual business planning process, assisting in the development of strategies for the upcoming year. Your ability to actively listen and identify situations in clients' lives that may indicate a need for additional services will be crucial. Additionally, you will drive marketing activities, including planning and executing events to enhance client engagement. Edward Jones prides itself on fostering a culture of continuous improvement and professional development. We value diverse perspectives and recognize individual contributions through a rewards program that promotes long-term career growth and financial security. Our comprehensive training program, which lasts six months, includes mentorship from experienced peers and a wide support network that extends from your branch office to the home office. We are committed to creating an inclusive environment where everyone feels valued and respected. As a BOA, you will be part of a team that is dedicated to making a positive impact on the lives of our clients, colleagues, and communities. With over eight million clients and a strong focus on human-centered service, Edward Jones is a place where your contributions will be recognized and appreciated.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in the annual business planning process and develop 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

• 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

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