Branch Office Administrator

Edward Jones • Albany, OR

416d

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 strong relationships with clients, understanding their needs, and assisting them in achieving their financial goals. The BOA is the first point of contact for clients, providing personalized service and support while working collaboratively with the financial advisor. The role includes responsibilities such as business planning, marketing activities, and continuous professional development within a supportive team environment.

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.

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.

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
• 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
• Education Level: No Education Listed
• Number of Employees: 10,001+ employees