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Branch Office Administrator

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  • Job
    Full-time
    Entry Level
  • Customer Relations
    Sales & Business Development
  • Truckee

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

Responsibilities

  • Delivering exceptional personalized service to ensure clients feel understood and informed
  • Taking 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
  • Driving marketing activities such as planning and executing events

FAQs

What is the role of a Branch Office Administrator (BOA) at Edward Jones?

The BOA works alongside a Financial Advisor to help clients achieve their long-term financial goals, delivering exceptional personalized service and managing multiple priorities in a deadline-driven environment.

What kind of training can I expect as a BOA?

You will receive comprehensive 6-month training, including mentorship from an experienced peer, as well as access to a wide support network that extends from your branch office to the home office.

What types of clients will I be working with?

You will be working with a diverse range of clients, helping to deepen and broaden these relationships while assisting them in identifying and achieving their financial goals.

Is this position full-time or part-time?

This is a full-time position.

What are the working hours for a BOA?

Specific working hours may vary by branch, but typically align with standard business hours, allowing for a consistent and structured work schedule.

What benefits are offered to full-time associates?

Full-time associates receive a compensation package that includes bonus potential, profit sharing, 401k (U.S.) or Group RRSP (Canada), competitive health benefits, and paid time off including vacation, sick days, holidays, and personal days.

How is compensation determined for a BOA role?

The compensation includes a salary within the hiring range of $23.25 to $27.17, with the opportunity for merit-based salary increases as you progress in the role.

What are the key skills required for a successful BOA?

Key skills include the ability to deepen client relationships, identify opportunities for efficiency, work independently, manage multiple priorities, and a willingness to learn about financial services and markets.

Does Edward Jones offer opportunities for professional development?

Yes, Edward Jones promotes a culture of continuous improvement and professional development, providing an inclusive environment where individual contributions are respected and recognized.

Is there a specific educational background required for this position?

While no specific educational background is detailed, strong communication skills, critical thinking, and a willingness to learn about financial services are essential for success in this role.

Built to make a difference.

Finance
Industry
10,001+
Employees
1922
Founded Year

Mission & Purpose

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.

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