Branch Office Administrator-Freeland, WA
Company: Edward Jones
Posted on: February 16, 2020
With you here, our business can multiply.
IT ALL ADDS UP.
As an important member of the team at Edward Jones, you can play a
major role in our continued success, while experiencing a career
that is satisfying and rewarding. Take this opportunity to apply
your specialized skills, have broad impact within your community,
do meaningful work, and enjoy an engaging, supportive culture.
Make the most of your abilities and join our multitalented team as
BRANCH OFFICE ADMINISTRATOR
You will create deep, trusted client relationships and empower the
financial advisor (FA) within your assigned branch to focus on
delivering customized, solutions-based advice to clients with
exceptional service. People who thrive in this position generally
demonstrate strengths in one or more of these professional
--- Building the business/network for the FA by updating
prospect/client records, executing direct-mail programs, planning
seminars, making follow-up calls for appointments, recognizing
new-business opportunities and facilitating branch business
--- Conveying a welcoming presence while answering the phone,
responding to client questions, greeting guests, and carrying out
responsibilities that ensure a consistent appointment process.
--- Creating and meeting business plans, overseeing
appointment-setting/schedules, and expanding client
--- Using our technology to make it easy for our clients to do
business with us.
--- Supporting business and marketing activities to consistently
grow the business and the opportunity to work with the FA and with
Edward Jones while continuously improving the client experience and
Investing in You
The BOA Opportunity at Edward Jones offers a competitive reward
program and a unique culture that promotes a long-term career,
contributes to your financial security, and encourages the
well-being of you and your family. Our firm is committed to
respecting individuals and their contributions, fostering an
environment of continuous improvement and sharing the success of
the firm with those who create it.
What We'll Expect of You
--- Exceptional client service focus
--- Critical thinking capabilities
--- Influential team member who can also work independently
--- Proactive self-starter
--- Excellent written and verbal communication skills
--- Exceptional attention to detail and accuracy
--- Willingness and ability to learn and understand the financial
At Edward Jones, we help clients achieve their serious, long-term
financial goals by understanding their needs and implementing
tailored solutions. To ensure a personal client experience, we have
located our 14,000+ branch offices where our more than 7 million
clients live and work.
A typical branch office has one financial advisor who meets with
clients face-to-face and one branch office administrator who
enhances the team's ability to build deep relationships with
clients. Headquarters associates in St. Louis and Tempe provide
support and expertise to help U.S. and Canada branch teams deliver
an ideal client experience. Edward Jones currently has more branch
offices than any other financial services firm, and we continue to
grow to meet the needs of long-term individual investors.
Edward Jones does not discriminate on the basis of race, color,
gender, religion, national origin, age, disability, sexual
orientation, pregnancy, veteran status, or any other basis
prohibited by applicable law.
Keywords: Edward Jones, Seattle , Branch Office Administrator-Freeland, WA, Administration, Clerical , Freeland, Washington
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