Branch Office Administrator

$41,600 - $46,301/Yr

Edward Jones - Portland, TX

Full-time

Portland, TX

5,001-10,000 employees

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

About the position

The Branch Office Administrator (BOA) role at Edward Jones is a full-time position that serves as a critical member of the branch team alongside financial advisors. BOAs are responsible for delivering exceptional personalized service to clients, assisting in business planning, and driving marketing activities. This role emphasizes building strong client relationships and proactively identifying their needs to help them achieve their financial goals.

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 the 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

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits such as accident, hospital indemnity, and critical illness.
• Short- and long-term disability coverage.
• Basic life and AD&D coverage at no cost to associates.
• 401k retirement plan.
• Health savings account and flexible spending account.
• Ten paid holidays and 15 days of vacation for new associates.
• Sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.