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Office Operations Coordinator

2 months ago

Melbourne, Florida, United States Edward Jones Full time
Are you a skilled communicator, adept at resolving issues and thinking critically? If so, we have an opportunity for you.

At Edward Jones, we emphasize the importance of our field associates as integral members of branch teams. Typically consisting of two or three individuals, your role as a Branch Office Support Professional is vital alongside the financial advisor. You will be the initial point of contact for clients, whether over the phone or in person. Your primary responsibility is to cultivate a deep understanding of your clients, enabling you to anticipate their needs and challenges. Together with your financial advisor, you will play a crucial role in guiding clients toward their most important financial aspirations.

Position Overview

Schedule: Full-Time

If you are seeking a rewarding career, the Branch Office Administrator (BOA) position could be an excellent fit. BOAs collaborate with Financial Advisors to assist clients in reaching their long-term financial objectives. We proudly serve millions of clients, and our BOAs are a key component of the client service team, contributing significantly to our success through their diverse experiences and professional backgrounds. We appreciate various perspectives to drive results.

We provide comprehensive support, including:
  • A thorough 6-month training program with mentorship from an experienced peer
  • A robust support network that spans from your branch to the regional and home office levels
  • While you will often work independently, you will have the backing of thousands of colleagues
In this role, you will:
  • Deliver exceptional, personalized service to ensure clients feel valued and informed
  • Participate actively in the annual business planning process to help formulate strategies for the upcoming year
  • Listen attentively for life events that may indicate a need for additional services
  • Lead marketing initiatives, including planning and executing events
Expect the following:
  • A culture that fosters continuous improvement and professional growth, respecting individual contributions
  • An inclusive atmosphere where diverse viewpoints are valued and contribute to success
  • Recognition of individual efforts through a rewards program that supports long-term career development and financial security
  • Full-time associates enjoy a comprehensive benefits package, including:
    • A compensation structure featuring bonus potential, profit sharing, and a 401k or Group RRSP, along with competitive health benefits
    • Paid time off for vacation, sick leave, holidays, and personal days
Compensation:
  • Edward Jones is committed to a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.
  • The compensation range reflects a subset of the total pay scale, with opportunities for merit-based salary increases as you advance in the BOA role.
Skills and Qualifications

What qualities will make you a successful BOA?
  • Ability to strengthen and expand client relationships
  • Capability to identify opportunities for efficiency
  • Strong independent work ethic
  • Proficiency in managing multiple priorities in a fast-paced environment
  • Familiarity with current and emerging office technologies
  • Eagerness to learn about financial services and markets
Awards and Recognition

At Edward Jones, we strive to create an environment where everyone feels a sense of belonging. We take pride in our associates' contributions and the accolades we have received.

About Edward Jones

Become part of a financial services firm that values your contributions. Edward Jones is a Fortune 500 company prioritizing people. With millions of clients and thousands of financial advisors across North America, we are proud to be privately owned, focusing on our clients rather than shareholder profits.

Our mission is to partner for positive impact, enhancing the lives of our clients and colleagues while contributing to our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.