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Edward Jones - Alma, MI
posted 2 months ago
Full-time
Alma, MI
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Branch Office Administrator (BOA) role at Edward D. Jones is designed for individuals seeking a fulfilling career in financial services. BOAs collaborate with Financial Advisors to assist clients in achieving their long-term financial goals, playing a crucial role in the client team. The position emphasizes the importance of diverse experiences and viewpoints in driving success and client satisfaction.
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 clients' lives that may indicate a need for additional services.
- Drive marketing activities such as planning and executing events.
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.
Benefits
- Comprehensive 6-month training including an experienced peer to help mentor you.
- A wide support network that extends from your branch office to your region to the home office.
