Branch Office Administrator

Edward Jones; Oak Ridge (TN); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is looking for a dynamic Branch Office Administrator to join their team. In this role, you will be the first point of contact for clients, helping them navigate their financial journeys alongside a dedicated financial advisor. This position offers a supportive environment with comprehensive training and a culture that values continuous improvement and diverse perspectives. If you're a relationship builder and problem solver ready to make a difference, this opportunity is perfect for you.

Benefits

Comprehensive 6-month training

Mentorship support

401k plan

Paid holidays

Vacation and sick leave

Recognition and rewards program

Qualifications

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

Responsibilities

• Deliver personalized service to clients and participate in annual business planning.
• Identify client needs proactively and plan marketing events.

Skills

Client Relationship Management

Problem Solving

Critical Thinking

Office Technology Proficiency

Financial Services Knowledge

Job description

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

Base pay range

$21.00/hr - $22.00/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, our field associates are called branch teams, typically consisting of two or three people. As a Client Support Team Professional, you are a critical member of that team, working alongside the financial advisor. You are the first voice clients hear when they call and the first face they see when they visit. Your main responsibility is to understand your clients deeply, helping them identify and address their needs, and working with your financial advisor to help them achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 687 Emory Valley Rd Ste A, Oak Ridge, TN

This posting remains open for 30 days from 02-May-2025 but may close early due to volume.

If you're seeking a fulfilling career, the Branch Office Administrator (BOA) role could be ideal. BOAs team with Financial Advisors to assist clients in reaching their financial goals. We value diverse backgrounds and viewpoints, which contribute to our success.

Support and Benefits

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

Key Responsibilities

• Deliver personalized service to clients
• Participate in annual business planning
• Identify client needs proactively
• Plan and execute marketing events

Culture and Benefits

• Culture of continuous improvement and development
• Inclusive environment valuing diverse viewpoints
• Recognition and rewards program
• Full-time benefits including medical, dental, vision, 401k, paid holidays, vacation, sick leave, and bonuses

Compensation

Hiring Range: $21.38 - $22.71 per hour, with potential for merit increases.

Minimum Skills & Requirements

• Ability to deepen client relationships
• Identify efficiency opportunities
• Work independently
• Manage multiple priorities
• Proficient in office technology
• Willing to learn financial services/markets