Branch Office Administrator

Edward Jones - Springfield, IL

Full-time - Entry Level

Springfield, IL

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

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a vital role in supporting financial advisors and ensuring exceptional service for clients. This 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, working closely with the financial advisor to deliver personalized service and contribute to the overall success of the branch.

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

• Strong relationship-building skills.
• Problem-solving abilities.
• Critical thinking skills.
• Ability to work independently while being part of a larger support network.

Nice-to-haves

• Experience in customer service or client-facing roles.
• Familiarity with financial services or investment products.

Benefits

• Comprehensive 6-month training with mentorship from an experienced peer.
• A wide support network from branch office to home office.
• Compensation package including bonus potential and profit sharing.
• 401k or Group RRSP options.
• Comprehensive health benefits.
• Paid time off including vacation, sick days, holidays, and personal days.