Branch Office Administrator

Edward Jones; Indianapolis (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player seeks a dedicated Branch Office Administrator to join their dynamic team. This role is pivotal in fostering client relationships and ensuring exceptional service. You will collaborate closely with Financial Advisors to help clients achieve their financial goals, while also enjoying a supportive environment with comprehensive training. The company values diverse viewpoints and offers a culture of continuous improvement, making this an exciting opportunity for those looking to build a fulfilling career in client service and financial markets.

Benefits

Comprehensive training

Medical, dental, and vision benefits

Retirement plans

Paid holidays and vacation

Sick leave

Potential bonuses

Inclusive environment

Recognition and rewards for efforts

Qualifications

• Ability to deepen and broaden client relationships.
• Proficient in office technology and willing to learn about financial services.

Responsibilities

• Deliver exceptional personalized service to clients.
• Participate in annual business planning and marketing activities.

Skills

Client Relationship Management

Problem Solving

Critical Thinking

Office Technology Proficiency

Marketing Activities Planning

Job description

Join to apply for the Branch Office Administrator role at Edward Jones

Base pay range

$22.00/hr - $23.00/hr

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: 12001 E Washington Street, Suite D, Indianapolis, IN

This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants.

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.

Support and Benefits

• 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
• Work independently with support from a team of thousands

Responsibilities and Expectations

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Participate in the annual business planning process to develop strategies for the upcoming year
• Actively listen for client needs that may require additional services
• Plan and execute marketing activities such as events

Additional Benefits

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition and rewards for individual efforts
• Full-time benefits including medical, dental, vision, retirement plans, paid holidays, vacation, sick leave, and potential bonuses

Compensation

Hiring Range: $22.50 - $23.91 per hour, with opportunities for merit-based increases.

Minimum Skills and Requirements

• Ability to deepen and broaden client relationships
• Identify opportunities to create efficiency
• Work independently and manage multiple priorities
• Proficient in office technology
• Willing to learn about financial services/markets

About Us

Edward Jones is a Fortune 500 company focused on client service and community impact, with a diverse and inclusive culture that values each associate's contribution.