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  • Branch Office Administrator - Mequon - Edward Jones

    Edward Jones
    Edward Jones Mequon

    1 month ago

    Edward Jones background
    Description

    You are a relationship builder, problem solver or critical thinker? We need you on our team. At Edward Jones, we call our field associates branch teams. As a Branch Office Administrator, you'll be a critical member of that team with the financial advisor.

    You'll have many responsibilities, but getting to know clients well is most important. You'll help them identify problems and see them coming a mile away. Working together, you and your financial advisor will help clients achieve their cherished financial goals.

    Job Overview

    The Branch Office Administrator role may be right for you if you're looking for a fulfilling career. BOAs work with Financial Advisors to help clients achieve long-term financial goals. Our BOAs are valued members of the client team and contribute to our success with unique experiences and professional backgrounds.

    We'll support you every step of the way. Our team provides:

    • Comprehensive 6-month training with an experienced peer to mentor you
    • A wide support network from branch office to home office

    You'll often work independently, but have thousands backing you. Expect to:

    • Deliver exceptional personalized service to ensure clients feel understood and informed
    • Take an active role in annual business planning to develop strategies for the upcoming year
    • Actively listen for situations indicating a need for additional services
    • Drive marketing activities such as planning and executing events

    Benefits

    We offer a comprehensive compensation and benefits package, including:

    • Medical and prescription drug coverage
    • Dental and vision coverage
    • Voluntary benefits (accident, hospital indemnity, critical illness)
    • Short- and long-term disability coverage
    • Basic life and AD&D coverage

    We also provide a 401k retirement plan, tax-advantaged accounts (health savings account, flexible spending account), paid holidays, vacation time, sick time, personal days, and volunteer time.

    Compensation

    Our hiring minimum and maximum range is $21.24 - $24.83 per hour. There's also an opportunity for merit-based salary increases as you progress in the BOA role.

    Requirements

    To be successful, you should:

    • Deepen and broaden client relationships
    • Identify opportunities to create efficiency
    • Work independently and manage multiple priorities in a deadline-driven environment
    • Be proficient in current and new office technology
    • Be willing to learn about financial services and markets

    We value different viewpoints and contributions. If you're passionate about making a positive impact, join us at Edward Jones.


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