Edward Jones - Columbia, SC

posted 7 days ago

Full-time - Entry Level
Columbia, SC
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting Financial Advisors and enhancing client relationships. This position is designed for individuals seeking a fulfilling career in financial services, where they can contribute to clients' long-term financial goals while receiving comprehensive training and support from a large network of professionals.

Responsibilities

  • Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Listen actively for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities, including 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 and markets work.

Benefits

  • Comprehensive 6-month training including mentorship from an experienced peer.
  • Wide support network extending from branch office to region and home office.
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