Branch Office Administrator

Edward Jones - Wilmington, NC

Full-time - Entry Level

Wilmington, NC

10,001+ employees

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

About the position

As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to build strong relationships with clients, ensuring they feel understood and informed. You will be the first point of contact for clients, both over the phone and in person, making your role essential in helping clients identify and address their financial needs. This position is not just about administrative tasks; it’s about being proactive in understanding clients' situations and anticipating their needs before they arise. In this full-time role, you will collaborate closely with financial advisors to assist clients in achieving their long-term financial goals. You will engage in the annual business planning process, contributing to the development of strategies for the upcoming year. Your ability to actively listen and identify opportunities for additional services will be crucial in driving client satisfaction and loyalty. Additionally, you will be involved in marketing activities, including planning and executing events to promote our services and engage with clients. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program that includes mentorship from experienced peers. You will have access to a wide support network that extends from your branch office to the home office, ensuring you have the resources you need to succeed. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each team member. Our inclusive environment encourages diverse viewpoints, which we believe are essential for achieving results. We recognize individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for you and your family. As a full-time associate, you will receive a competitive compensation package that includes bonus potential, profit sharing, a 401k plan, and comprehensive health benefits. Paid time off, including vacation, sick leave, holidays, and personal days, is also part of the benefits package, allowing you to maintain a healthy work-life balance.

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

• Competitive compensation package including bonus potential and profit sharing.
• 401k plan (U.S.) or Group RRSP (Canada).
• Comprehensive health benefits.
• Paid time off including vacation, sick leave, holidays, and personal days.