Branch Office Administrator

Overview

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're privately owned and focused on our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. We are building a place where everyone feels like they belong.

This posting is open for a period, but may close early due to the volume of applicants. The role described below remains the focus of the posting.

Role

Branch Office Administrator (BOA) – The BOA provides administrative support to a financial advisor or a team of advisors, helps clients achieve long-term financial goals, and serves as a valued part of the client support team.

Responsibilities

• Provide seamless support to clients; assist in client accounts, facilitate communication, and ensure a positive client experience.
• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Participate in the annual business planning process to help develop strategies for the upcoming year.
• Actively listen for client situations that may indicate a need for additional services.
• Support marketing activities, including planning and executing events.

Skills

Role Requirements

Compliance & Inclusion

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Benefits & Compensation

You can expect a culture of continuous improvement and professional development, with an inclusive environment that values diverse viewpoints. Full-time associates receive a comprehensive benefits package and potential bonuses and profit sharing, with details available on the firm's benefits page.

You'll be competitively compensated through a human-centered approach that shares the firm's success with associates, including discretionary and variable compensation programs and merit-based salary progression as you grow in the BOA role.

Note : This posting may be adjusted as needed to align with business demands and market conditions.

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