Senior Branch Office Administrator

7 days ago


Ithaca, New York, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Senior Branch Office Administrator to join our team at Edward Jones. As a critical member of our branch team, you will play a key role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Deepen and broaden client relationships through active listening and a proactive approach to identifying opportunities to create efficiency
  • Work independently to manage multiple priorities in a deadline-driven environment, while also collaborating with your financial advisor to develop strategies for the upcoming year
  • Drive marketing activities, such as planning and executing events, to promote our services and build strong relationships with our clients
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
What We Offer
  • A comprehensive 6-month training program, including mentorship from an experienced BOA peer, to ensure your success in the role
  • A wide support network that extends from your branch office to your region to the home office, providing you with the resources and guidance you need to excel
  • A competitive compensation package, including bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive and competitive health benefits
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions
Requirements
  • 5+ years of related financial services, banking, or legal experience, with demonstration of job progression and responsibility
  • Ability to work independently and manage multiple priorities in a deadline-driven environment
  • Strong ability to work collaboratively with your financial advisor to develop strategies for the upcoming year
  • Proficient in current and new office technology


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