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

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 building strong relationships. This position requires a proactive approach to understanding clients' needs, anticipating potential issues, and providing solutions that align with their financial goals. The BOA is integral to the success of the branch, contributing to the overall client experience and satisfaction. The BOA will engage in various responsibilities, including delivering personalized service, participating in annual business planning, and driving marketing activities. This role is designed for individuals who thrive in a collaborative environment while also being able to work independently. Edward Jones emphasizes continuous improvement and professional development, ensuring that BOAs have the support and resources needed to excel in their roles. The company values diverse perspectives and encourages associates to share their unique viewpoints to achieve better results. In addition to a supportive work culture, Edward Jones offers comprehensive training and a wide support network, allowing BOAs to develop their skills and advance their careers. The company recognizes individual contributions through a rewards program and provides a competitive compensation package that includes bonuses, profit sharing, and health benefits. Overall, the BOA position is an excellent opportunity for those looking to make a meaningful impact in the financial services industry while enjoying a fulfilling career.

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

• Compensation package that includes bonus potential and profit sharing.
• 401k (U.S.) or Group RRSP (Canada).
• Comprehensive and competitive health benefits.
• Paid time off including vacation, sick, holidays, and personal days.