Branch Office Administrator

$48,360 - $56,514/Yr

Edward Jones - Hillsboro, OR

posted 7 months ago

Full-time - Entry Level
Hillsboro, OR
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making it essential to build strong relationships and understand their needs. Your primary responsibility will be to get to know your clients so well that you can anticipate their needs and help them identify potential problems before they arise. This proactive approach is vital in assisting clients in achieving their long-term financial goals. The BOA role is not just about administrative tasks; it involves actively participating in the annual business planning process and contributing to the development of strategies for the upcoming year. You will also be responsible for driving marketing activities, including planning and executing events that engage clients and promote our services. Edward Jones prides itself on fostering a culture of continuous improvement and professional development, ensuring that you have the support and resources needed to succeed in your role. We offer a comprehensive six-month training program, including mentorship from experienced peers, and a wide support network that extends from your branch office to the home office. While you will often work independently, you will have the backing of thousands of colleagues who are committed to your success. Our inclusive environment values diverse viewpoints and recognizes individual contributions, promoting a long-term career path that prioritizes your financial security and well-being.

Responsibilities

  • Deliver exceptional personalized service to clients to ensure they 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 and markets work.

Benefits

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