Branch Office Administrator

Edward Jones • Rexburg, ID

407d

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. As the first point of contact for clients, the BOA is responsible for delivering exceptional personalized service, actively listening to clients' needs, and assisting in business planning and marketing activities. This role emphasizes relationship building, problem-solving, and critical thinking to anticipate client needs and provide tailored solutions.

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