Branch Office Administrator

Edward Jones; Oliver; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Branch Office Administrator to join their team. In this full-time role, you will be the first point of contact for clients, providing essential support alongside financial advisors. Your ability to build relationships and anticipate client needs will be crucial in helping them achieve their financial aspirations. This role offers a fulfilling career path where your contributions directly impact clients' lives. If you are a problem solver and critical thinker, this opportunity could be the perfect fit for you.

Qualifications

• Strong relationship-building skills to connect with clients effectively.
• Ability to anticipate client needs and provide solutions.

Responsibilities

• Serve as the first point of contact for clients, both in person and over the phone.
• Collaborate with financial advisors to assist clients in achieving financial goals.

Skills

Relationship Building

Problem Solving

Critical Thinking

Job description

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 6235 Main Street, Po Box 1468, Oliver, BC

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients