Branch Office Administrator

Edward Jones

Location: McKinney, TX, USA

Category: Finance

Salary: 0 - 0 USD / hourly

Full-time

Job Description

Join Edward Jones as a Branch Office Administrator (BOA) to work with Financial Advisors and help clients achieve their long-term financial goals.

Responsibilities

Deliver exceptional personalized service to ensure clients feel understood and informed
Take an active role in the annual business planning process
Actively listen for opportunities to provide additional services
Drive marketing activities such as planning and executing events

Qualifications

Ability to deepen and broaden client relationships
Identify opportunities to create efficiency
Strong ability to work independently
Manage multiple priorities in a deadline driven environment
Proficient in current and new office technology
Willingness to learn how financial services/markets work

Perks & Benefits

Comprehensive 6-month training program
Wide support network from branch office to home office
Culture of continuous improvement and professional development
Competitive compensation and benefits package
401k retirement plan and tax-advantaged accounts

Why Join Us?

Join a Fortune 500 company where your contributions are valued. Edward Jones focuses on clients and community impact, providing an inclusive and flexible work environment.