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Branch Office Support Specialist

2 months ago

Melbourne, Florida, United States Edward Jones Full time
Are you a natural connector, adept at resolving challenges 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, both over the phone and in person. Your primary responsibility is to cultivate deep relationships with clients, enabling you to not only recognize their needs but anticipate them proactively. Together with your financial advisor, you will play a crucial role in guiding clients toward their financial aspirations.

Position Overview

Schedule: Full-Time

In search of a rewarding career? The Branch Office Administrator (BOA) position could be the ideal fit for you. BOAs collaborate with Financial Advisors to assist clients in reaching their long-term financial objectives. We take pride in serving millions of clients, and our BOAs are an essential part of the client team, contributing significantly to our success through their diverse experiences and professional insights. We appreciate various perspectives to drive results.

We are committed to your success. Our team will provide:
  • Comprehensive training over six months, including mentorship from an experienced peer
  • A robust support network that spans from your branch to the regional and home office levels
  • Opportunities for independent work while having a vast team to support you
Can you envision yourself...
  • Delivering exceptional, personalized service to ensure clients feel valued and informed
  • Participating actively in the annual business planning process to develop strategies for the upcoming year
  • Listening attentively for signs in clients' lives that may indicate a need for additional services
  • Leading marketing initiatives, including planning and executing events
Expect to experience...
  • A culture focused on continuous improvement and professional growth, valuing individual contributions
  • An inclusive atmosphere where diverse viewpoints are appreciated and contribute to achieving results
  • Recognition of individual efforts through a rewards program that fosters long-term career development and financial security
  • Full-time associates enjoy benefits such as:
    • A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive health benefits
    • Paid time off, including vacation, sick leave, holidays, and personal days
Compensation is competitive...
  • Edward Jones embraces a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.
  • The compensation range below is part of the overall pay structure, with opportunities for merit-based salary increases as you advance in the BOA role.
Skills/Requirements

What qualities contribute to a successful BOA?
  • Ability to strengthen and expand client relationships
  • Capacity to identify opportunities for increased efficiency
  • Strong independence in work ethic
  • Skill in managing multiple priorities in a fast-paced environment
  • Proficiency in current and emerging office technologies
  • Willingness to learn about financial services and markets
Awards & Recognition

At Edward Jones, we strive to create an environment where everyone feels a sense of belonging. We celebrate 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 that prioritizes 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 purpose is to partner for positive impact, enhancing the lives of our clients and colleagues while improving our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.