Branch Office Administrator

$52,541 - $68,224/Yr

Edward Jones - Bellevue, WA

posted 7 months ago

Full-time - Entry Level
Bellevue, WA
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 crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to provide exceptional personalized service to our 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 it essential for you to build strong relationships and anticipate their needs. This role is not just about administrative tasks; it involves actively listening to clients and identifying opportunities for additional services that can help them achieve their financial goals. In this full-time position, you will collaborate closely with financial advisors to assist in the annual business planning process, contributing to the development of strategies for the upcoming year. You will also be involved in driving marketing activities, including planning and executing events that engage clients and promote our services. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program that includes mentorship from experienced peers and access to a wide support network that extends from your branch office to the home office. We pride ourselves on fostering a culture of continuous improvement and professional development, where every associate's unique contributions are valued. 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 the well-being of you and your family. As a BOA, you will be competitively compensated, with opportunities for merit-based salary increases as you progress in your role. Join us at Edward Jones, where your contributions are valued, and you can make a positive impact on the lives of our clients and communities.

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

  • 401(k)
  • Health insurance
  • Paid time off
  • Profit sharing
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