Branch Office Administrator

Edward Jones • Lancaster, PA

243d • $22 - $23

About The Position

As a Branch Office Administrator (BOA) at Edward Jones, you will be a vital part of our team, providing seamless support to our clients. Your primary role will be to provide administrative support to a financial advisor or a team of multiple financial advisors. You will be the first voice a client hears when they call and the first face they see when they walk in the door. Your responsibilities will include supporting client accounts, facilitating communication, and ensuring a positive client experience. This role is designed for those who are relationship builders, problem solvers, and critical thinkers. You will have the opportunity to grow your career in a dynamic and rewarding environment, with comprehensive training and a wide support network.

Requirements

• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Critical thinking and problem-solving abilities.
• Experience in customer service or administrative support is preferred.

Nice To Haves

• Previous experience in a financial services environment.
• Familiarity with client relationship management tools.

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.

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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities