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Branch Office Administrator

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  • Job
    Full-time
    Entry Level
  • Customer Relations
    Sales & Business Development
  • Federal Way

Requirements

  • 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

Responsibilities

  • 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

FAQs

What is the primary role of a Branch Office Administrator at Edward Jones?

The primary role of a Branch Office Administrator is to support the Financial Advisor in serving clients by building relationships, identifying their needs, and helping them achieve their financial goals.

What type of training will I receive as a Branch Office Administrator?

You will receive comprehensive 6-month training, including mentorship from an experienced peer, to help you succeed in your role.

Is this position full-time?

Yes, the Branch Office Administrator position is full-time.

What is the compensation range for this position?

The hiring minimum is $23.25, and the hiring maximum is $27.17, with opportunities for merit-based salary increases as you progress in the role.

What benefits are offered to full-time Associates?

Full-time Associates receive a compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), comprehensive health benefits, and paid time off including vacation, sick days, holidays, and personal days.

How does Edward Jones support the professional development of Branch Office Administrators?

Edward Jones fosters a culture of continuous improvement and professional development, offering support through a broad network and recognizing individual efforts through a rewards program.

What characteristics are essential for success in this role?

Essential characteristics include the ability to deepen client relationships, identify efficiency opportunities, work independently, manage multiple priorities, be proficient with office technology, and have a willingness to learn about financial services and markets.

Where is the branch office located for this position?

The branch office is located at 33801 First Way South Ste #110, Federal Way, WA 98003.

What type of work environment can I expect at Edward Jones?

You can expect an inclusive environment that values diverse viewpoints, encourages collaboration, and focuses on the well-being of both clients and associates.

Are there opportunities for advancement within the company?

Yes, Edward Jones promotes a long-term career path with opportunities for advancement based on merit and performance.

Built to make a difference.

Finance
Industry
10,001+
Employees
1922
Founded Year

Mission & Purpose

Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.