Branch Office Administrator - New Holland, PA

Edward Jones; New Holland (Lancaster County); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Branch Office Administrator to join their team. This full-time role offers the opportunity to work closely with Financial Advisors, helping clients achieve their financial goals. With a strong emphasis on personalized service and collaboration, you will play a vital role in enhancing client relationships and contributing to business strategies. The company values innovation and inclusivity, providing comprehensive training and support to ensure your success. If you are eager to make a positive impact in the financial services sector, this position is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Vacation Days

Sick Leave

Personal Days

Bonuses

Profit Sharing

Qualifications

• Ability to deepen and broaden client relationships.
• Manage multiple priorities in a deadline-driven environment.

Responsibilities

• Deliver personalized service to ensure clients feel understood.
• Participate in annual business planning to develop strategies.

Skills

Client Relationship Management

Efficiency Improvement

Office Technology Proficiency

Marketing Event Planning

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

Opportunity Overview

If you are seeking a fulfilling career, the Branch Office Administrator (BOA) role might be the right fit for you. BOAs collaborate with Financial Advisors to help clients achieve their long-term financial goals. We serve over seven million clients, and our BOAs are a valued part of the team, contributing diverse experiences and professional backgrounds. We appreciate different viewpoints to help us achieve results.

Support and Training

• Comprehensive 6-month training with mentorship from an experienced peer
• Extensive support network from your branch to regional and home office levels
• While often working independently, you'll have a large team backing you

Key Responsibilities

• Deliver personalized service to ensure clients feel understood and informed
• Participate actively in annual business planning to develop strategies for the upcoming year
• Listen for client situations indicating a need for additional services
• Plan and execute marketing events and activities

Position Requirements

• Ability to deepen and broaden client relationships
• Identify opportunities to improve efficiency
• Work independently with strong initiative
• Manage multiple priorities in a deadline-driven environment
• Proficiency in current and new office technologies
• Willingness to learn about financial services and markets

Company Description

Join Edward Jones, a Fortune 500 company that values your contributions. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we focus on our clients rather than shareholders. Our purpose is to partner for positive impact, improving lives and communities. We foster an innovative, inclusive environment that encourages performance and belonging.

Learn more in our Purpose, Inclusion and Citizenship Report.

Awards and Recognition

We celebrate our associates' contributions and the awards we've received. See our Insights & Information Blog Posts for U.S. and Canadian recognitions.

Schedule and Benefits

Full-Time position in Branch Support - BOA.

Edward Jones is committed to equal opportunity employment and does not discriminate based on race, gender, religion, or other protected categories.

Recruiter

Joshua Lercel

Compensation and Benefits

• Competitive salary with merit-based increases
• Comprehensive benefits including health, dental, vision, disability, life insurance, 401k, and more
• Paid holidays, vacation days, sick leave, and personal days
• Bonuses and profit sharing potential