Branch Office Administrator

Company: Edward Jones
Location: Madison
Posted on: October 4, 2024

Job Description:

**Job Summary:** As a Branch Office Administrator, you will be a critical member of a two- to three-person team, working closely with a financial advisor to help clients achieve their long-term financial goals.



Job Description:

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.

As a Branch Office Administrator, you will be responsible for delivering exceptional personalized service to ensure clients feel understood and informed. You will take an active role in the annual business planning process to assist in developing strategies for the upcoming year. You will actively listen for situations in the clients' lives that may indicate a need for additional services. You will drive marketing activities such as planning and executing events.

You will be a key member of the team, working closely with the financial advisor to help clients achieve their financial goals. You will be responsible for managing multiple priorities in a deadline-driven environment, and you will be proficient in current and new office technology.

Key Responsibilities:

--- Deliver exceptional personalized service to ensure clients feel 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
--- Drive marketing activities such as planning and executing events
--- Manage multiple priorities in a deadline-driven environment
--- Be proficient in current and new office technology

About Us:

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 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.

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.

Benefits:

--- A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits
--- Paid time off including vacation, sick, holidays, and personal days
--- 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
--- A rewards program that promotes a long-term career, your financial security, and you and your family's well-being

Keywords: Edward Jones, Middletown , Branch Office Administrator, Administration, Clerical , Madison, Connecticut