Branch Office Administrator

Edward Jones - Atascadero, CA

Full-time - Entry Level

Atascadero, CA

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 proactively identifying opportunities to assist them in achieving their financial goals. The BOA is a key member of a small branch team, providing personalized service and contributing to the overall success of the firm.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as 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/markets work.

Benefits

• Compensation package including bonus potential and profit sharing.
• 401k or Group RRSP options.
• Comprehensive health benefits.
• Paid time off including vacation, sick leave, holidays, and personal days.