Edward Jones - Enid, OK

posted 2 months ago

Full-time - Entry Level
Enid, OK
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, working closely with financial advisors to provide exceptional service to clients. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and ensuring that clients feel understood and informed. This position requires a proactive approach to identifying client needs and anticipating potential issues before they arise. The BOA is integral in helping clients achieve their long-term financial goals, which involves building strong relationships and understanding their unique situations. The BOA will engage in various responsibilities, including participating in the annual business planning process, assisting in developing strategies for the upcoming year, and driving marketing activities such as planning and executing events. The role also emphasizes continuous improvement and professional development, fostering an inclusive environment where diverse viewpoints are valued. Edward Jones is committed to supporting its associates through comprehensive training, mentorship, and a wide support network that extends from the branch office to the home office. In this full-time position, the BOA will enjoy a culture that recognizes individual efforts through a rewards program, promoting long-term career growth and financial security. The compensation package includes bonus potential, profit sharing, and comprehensive health benefits, along with paid time off for vacation, sick days, holidays, and personal days. Edward Jones believes in a human-centered approach, focusing on positive impacts for clients, colleagues, and communities, making it an ideal place for those looking to build a fulfilling career in financial services.

Responsibilities

  • Deliver exceptional personalized service to clients to ensure 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

  • Bonus potential
  • Profit sharing
  • 401k (U.S.) or Group RRSP (Canada)
  • Comprehensive and competitive health benefits
  • Paid time off including vacation, sick, holidays, and personal days
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