Branch Office Administrator

Edward Jones; Chester; On-site; GBP 25,000 - 45,000; Full time

Job summary

Join a forward-thinking financial services firm that values your contributions and fosters an inclusive environment. As a Branch Office Administrator, you'll collaborate with Financial Advisors to help clients achieve their financial goals. This role offers comprehensive training, a supportive network, and the chance to work independently while being backed by a dedicated team. With a focus on relationship building and efficiency, you'll play a vital role in driving marketing activities and ensuring exceptional client service. Embrace the opportunity to grow in a dynamic setting where your skills and insights are valued.

Benefits

Comprehensive training

Mentorship

Paid holidays

Vacation

Sick leave

Retirement plans

Medical insurance

Dental insurance

Vision insurance

Qualifications

• Strong relationship building skills and efficiency are essential.
• Multitasking and technology proficiency are key for success.

Responsibilities

• Provide personalized service to clients and participate in business planning.
• Drive marketing activities and listen for client needs.

Skills

Relationship building skills

Efficiency

Multitasking

Technology proficiency

Willingness to learn about financial markets

Job description

Join a financial services firm where your contributions are valued

Edward Jones is a Fortune 500¹ company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on our clients rather than shareholders.

Our purpose is to partner for positive impact to improve lives and communities. We foster an innovative, inclusive environment that attracts, develops, and inspires excellence and belonging.

About the Role: Branch Office Administrator (BOA)

If you're seeking a fulfilling career, the BOA role may be ideal. BOAs collaborate with Financial Advisors to help clients achieve their financial goals. We value diverse backgrounds and viewpoints.

What We Offer

• Comprehensive 6-month training with mentorship
• Support network from branch to home office
• Independent work with team backing

Key Responsibilities

• Providing personalized service to clients
• Participating in business planning
• Listening for client needs
• Driving marketing activities

Characteristics of a Successful BOA

• Relationship building skills
• Efficiency and independence
• Multitasking and technology proficiency
• Willingness to learn about financial markets

Our Commitment to Diversity and Benefits

We are committed to an inclusive environment where everyone belongs. Benefits include medical, dental, vision, retirement plans, paid holidays, vacation, sick leave, and bonuses. For details, visit our benefits page.

Compensation

We offer competitive pay with opportunities for merit increases, aligned with our human-centered approach to positively impact clients and communities.

Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws. Background reviews are conducted as per FINRA rules. More info: Fair Chance Ordinance Notice.