Are you a natural relationship builder, a skilled problem solver, or a critical thinker? If so, we want you on our team!
At Edward Jones, we believe in the power of teamwork. As part of a small branch team, you will work closely with a financial advisor to provide exceptional support to our clients. Being the first voice clients hear on the phone and the first face they see in our office makes your role crucial in delivering outstanding service. Your ability to understand and anticipate client needs can make a significant difference in helping them achieve their financial goals.
Position Overview
Position Schedule: Full-Time
Branch Address: 34 Congress St Suite 102, Saratoga Springs, NY
This opportunity is expected to be available until 08-Aug-2025, but may close sooner based on the number of applications.
As a Branch Office Administrator (BOA), you'll have the chance to be part of a fulfilling career . You will partner with financial advisors to support our clients in reaching their long-term financial aspirations. Your primary functions include providing administrative support and maintaining client relationships.
What We Offer:
- Comprehensive 6-month training program, including mentoring from an experienced peer
- A robust support network that encompasses your branch, region, and the home office
- While you will often work independently, you will have a large team ready to support you each step of the way
In this role, you can envision yourself...
- Delivering personalized service that ensures clients feel valued and informed
- Participating actively in business planning to strategize for upcoming growth
- Listening carefully to identify additional client service opportunities
- Planning and executing marketing initiatives and events
Expect a culture that promotes...
- Continuous improvement and professional development, valuing every team member's unique contributions
- An inclusive environment where diverse perspectives drive success
- A rewards program recognizing individual efforts and supporting your long-term career
- Competitive benefits, including medical, dental, and vision, along with vacation days and a paid volunteer day
Your compensation will reflect our commitment to you...
- We adopt a human-centered approach to enhance lives within our teams, the communities we serve, and among our clients
- As a private firm, we share our success through various compensation programs, including bonuses based on individual and branch performance
- Starting salary range is $23.85 to $25.35, with opportunities for merit-based increases
Required Skills and Traits for Success:
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Proficiency with Digital Tools
- Collaborative Mindset
Key Responsibilities:
- Client Service: Provide comprehensive service via calls, emails, and in-person interactions; address inquiries and foster strong relationships.
- Account Management: Learn financial services, assist in account openings and transfers, and accurately manage client records.
- Administrative Support: Operate independently under advisor guidance, manage scheduled tasks, and support marketing efforts.
- Technology Utilization: Demonstrate strong computer skills and a willingness to learn new software and tools.
Join us at Edward Jones... where every contribution is valued. We are committed to creating a diverse and inclusive environment, ensuring that our associates feel respected and supported. Together, we strive for excellence and a sense of belonging.