Branch Office Administrator

Marshalltown Area Chamber of Commerce; Marshalltown (IA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading company in Marshalltown is seeking a Branch Office Administrator to support a financial advisor. The ideal candidate will demonstrate exceptional client service, critical thinking, and effective communication skills. Responsibilities include client interaction, business planning, and identifying service opportunities. This full-time role offers a comprehensive benefits package and a chance for merit-based salary increases.

Benefits

Medical and Prescription Drug Coverage

Dental Coverage

Vision Coverage

401k Retirement Plan

Paid Holidays

Vacation Days

Sick Time

Personal Days

Paid Day for Volunteerism

Employee Assistance Program

Qualifications

• Ability to deepen and broaden client relationships.
• Willingness to learn how financial services/markets work.

Responsibilities

• Deliver exceptional personalized service to ensure clients are understood.
• Take an active role in the annual business planning process.
• Actively listen for situations indicating a need for additional services.

Skills

Client Service

Critical Thinking

Communication

Initiative

Learning Agility

Tools

Office Technology

Job description

Location: 16 E Main Street, Marshalltown IA

We are seeking a branch office administrator to support a financial advisor through client service, client development, and office administration activities. You’ll work closely with clients in the Marshalltown community to help them achieve their financial goals. The ideal candidate demonstrates exceptional client service abilities, critical thinking capabilities, effective communication skills, shows strong initiative, and is willing to learn and understand the financial services industry.

List of Job Duties:

• Deliver exceptional personalized service to ensure clients are understood and informed
• Take 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

Required Experience and/or Knowledge, Skills and Abilities:

• 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

Further information contact:Elisabeth Bieber at 641-753-8754

Closing Date:Open until the right candidate is found

Job Type:Full time

Experience Level:Mid-level

Compensation & Benefits: Full-time Associates receive the following benefits:

• Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program.
• 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.