Branch Office Administrator

$44,179 - $51,646/Yr

Edward Jones - Canton, GA

Full-time - Entry Level

Canton, GA

10,001+ 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 relationships with clients, understanding their needs, and assisting them in achieving their financial goals. The BOA is the first point of contact for clients, both over the phone and in-person, and is integral to the branch team's success. The role includes comprehensive training and a supportive network to foster professional development and career growth.

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

• Experience in financial services is preferred.
• Strong ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.
• Proficient in current and new office technology.
• Willingness to learn how financial services and markets work.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong ability to work independently.

Nice-to-haves

• Experience in customer service or client relations.
• Familiarity with financial products and services.

Benefits

• 401(k) retirement plan
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid holidays
• Vacation days
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing