Branch Office Administrator

Edward Jones - Beaumont, TX

Full-time - Entry Level

Beaumont, TX

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 exceptional client service. This full-time position involves building strong relationships with clients, understanding their needs, and assisting them in achieving their financial goals. The BOA is the first point of contact for clients, providing personalized service and support while working independently and as part of a team. Comprehensive training and a supportive network are provided to help BOAs succeed in their roles.

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

• Compensation package including bonus potential and profit sharing.
• 401k retirement plan or Group RRSP for Canada.
• Comprehensive health benefits including medical, dental, and vision coverage.
• Paid time off including vacation, sick days, holidays, and personal days.
• Paid day for volunteerism.
• Employee Assistance Program.