Branch Office Administrator

Edward Jones; Vancouver; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player in financial services is seeking a Branch Office Administrator to join their team. This role is pivotal in supporting Financial Advisors and enhancing client relationships. With a strong focus on personal development, the company offers comprehensive training and a supportive network. As a BOA, you will deliver exceptional service, actively participate in business planning, and drive marketing initiatives. The organization values diverse perspectives and promotes a culture of continuous improvement, making it an ideal place to start or advance your career in finance. Join a team that prioritizes client satisfaction and community impact.

Benefits

Comprehensive health benefits

401k or Group RRSP

Paid time off

Bonus potential

Profit sharing

Qualifications

• Strong ability to deepen client relationships and identify efficiency opportunities.
• Proficient in office technology and willing to learn about financial services.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in developing strategies for annual business planning.
• Drive marketing activities and execute events.

Skills

Client Relationship Management

Independent Work

Time Management

Office Technology Proficiency

Active Listening

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

Office Software

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

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 achieve their long-term financial goals. We’re proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

• 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

What characteristics would make you a successful BOA?

• 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

You can also expect…

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
• We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• Full-time Associates receive the following benefits:
  • A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits.
  • Paid time off including vacation, sick, holidays and personal days

You'll be competitively compensated…

• Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.