Branch Office Administrator

Edward Jones - Santee, SC

Full-time - Entry Level

Santee, SC

10,001+ 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 support function within branch teams, working closely with financial advisors to help clients achieve their financial goals. BOAs are the first point of contact for clients, providing exceptional personalized service and actively listening to their needs. This role involves a combination of client interaction, business planning, and marketing activities, all aimed at fostering strong client relationships and ensuring their financial well-being.

Responsibilities

• Deliver exceptional personalized service to clients.
• Take an active role in the annual business planning process.
• 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

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• Fifteen days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program