Branch Office Administrator

$41,683 - $48,734/Yr

Edward Jones - Madison, WI

Full-time - Entry Level

Madison, WI

5,001-10,000 employees

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

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting financial advisors and ensuring exceptional client service. This full-time position involves building strong relationships with clients, understanding their needs, and assisting them in achieving their financial goals. BOAs are integral members of branch teams, working closely with financial advisors to deliver personalized service and contribute to the overall success of the branch.

Responsibilities

• Deliver exceptional personalized service to ensure clients 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

• Comprehensive 6-month training including an experienced peer to help mentor you.
• A wide support network that extends from your branch office to your region to the home office.
• Paid time off including vacation, sick, holidays, and personal days.
• A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive health benefits.