Branch Office Administrator

Edward Jones - Albertville, AL

Full-time - Entry Level

Albertville, AL

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) role at Edward Jones is a full-time position that serves as a critical member of the branch team alongside financial advisors. BOAs are the first point of contact for clients, responsible for delivering exceptional personalized service and helping clients achieve their financial goals. This role involves actively listening to clients, identifying their needs, and collaborating with financial advisors to develop strategies for success. The position emphasizes relationship building, problem-solving, and critical thinking, with a strong focus on client satisfaction and continuous professional development.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in the annual business planning process by developing 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

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