Branch Office Administrator - Lacey, WA
Company: Edward Jones
Location: Lacey
Posted on: January 5, 2020
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Job Description:
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
a:
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
roles:
? 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
planning.
? 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
relationships.
?? 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
branch processes.
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.
?Company descriptionAt 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.Awards and
AccoladesCorporate Awards and Accolades
Our commitment to providing a workplace that both challenges us and
rewards our associates has contributed to our inclusion in FORTUNE
magazine?s list of the ?100 Best Companies to Work For? 2019?.
BE PART OF THE WINNING EQUATION
?
FORTUNE AND FORTUNE 500 are registered trademarks of Time Inc. and
are used under license. From FORTUNE Magazine, May 21, 2018.Awards
and AccoladesEdward 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.
?#KRT
Keywords: Edward Jones, Lacey , Branch Office Administrator - Lacey, WA, Administration, Clerical , Lacey, Washington
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