Branch Office Administrator

1 week ago


Portage, Indiana, United States Edward Jones Full time
Unlock Your Potential as a Branch Office Administrator

At Edward Jones, we're looking for a talented individual to join our team as a Branch Office Administrator. As a critical member of our branch team, you'll work closely with our financial advisors to deliver exceptional personalized service to our clients. Your primary responsibility will be to get to know our clients so well that you not only help them identify their problems, but also see them coming a mile away. You'll be an essential part of our team, working together to help our clients achieve their most cherished financial goals.

Key Responsibilities

Deliver exceptional personalized service to our clients
Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Drive marketing activities such as planning and executing events

What We Offer

Comprehensive 6-month training 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
Opportunities for merit-based salary increases as you progress in the BOA role

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're committed to creating a culture of continuous improvement and professional development, where everyone feels like they belong. Join us and be part of a team that values individual contributions and promotes a long-term career, financial security, and well-being for you and your family.

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