Branch Office Administrator

15 hours ago


Roanoke, Texas, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.

Key Responsibilities
  • Provide exceptional client service and support to our clients, ensuring they feel understood and informed.
  • Assist the financial advisor in developing strategies for the upcoming year and actively participate in the annual business planning process.
  • Identify opportunities to create efficiency and implement process improvements.
  • Manage multiple priorities in a deadline-driven environment and maintain a high level of productivity.
  • Stay up-to-date with current and new office technology and provide training and support to colleagues as needed.
  • Develop and maintain strong relationships with clients, colleagues, and the community.
What We Offer
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • A comprehensive 6-month training program, including an experienced peer to help mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
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.
About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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