Branch Office Administrator - Perrysburg, OH

Edward Jones; Perrysburg (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking financial services firm as a Branch Office Administrator, where your contributions are valued. In this role, you'll partner with Financial Advisors to deliver exceptional service to clients, helping them achieve their financial goals. With comprehensive training and a supportive network, you'll have the opportunity to grow your career in an inclusive environment that values diverse perspectives. This is your chance to make a positive impact in the lives of clients and the community while enjoying a fulfilling career path with competitive compensation and benefits.

Benefits

Medical and Prescription Drug Coverage

Dental and Vision Insurance

401k Retirement Plan

Paid Holidays

Vacation Days

Sick Time

Personal Days

Paid Day for Volunteerism

Employee Assistance Program

Bonuses and Profit Sharing

Qualifications

• Ability to deepen client relationships and identify efficiency opportunities.
• Strong independent work skills and time management in a deadline-driven environment.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in developing strategies during the annual business planning process.
• Drive marketing activities and execute events.

Skills

Client Relationship Management

Independent Work

Time Management

Financial Services Knowledge

Efficiency Improvement

Tools

Office Technology

Job description

Opportunity Overview

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.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• 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
• You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking 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
• Driving marketing activities such as planning and executing events

Position Requirements

What characteristics would make you a successful BOA?

• 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

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Position Schedule

Full-Time

Position Type

Branch Support - BOA

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Recruiter

Lisa Lake

Salary Information

You can also expect…

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
• We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• 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.

You'll be competitively compensated…

• Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• 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.