Edward Jones - Evansville, IN
posted 3 months ago
The Branch Office Administrator (BOA) role is a vital position within our organization, designed for individuals who are looking for a fulfilling career in the financial services industry. As a BOA, you will collaborate closely with Financial Advisors to assist clients in achieving their long-term financial goals. Our commitment to serving over seven million clients is a testament to the importance of this role. BOAs are integral members of the client team, and we attribute much of our success to the diverse experiences and professional backgrounds they bring to the table. We believe that different viewpoints are essential in driving results and enhancing client satisfaction. In this position, you will receive comprehensive support, including a robust 6-month training program that pairs you with an experienced peer mentor. This training is designed to equip you with the necessary skills and knowledge to excel in your role. Additionally, you will have access to a wide support network that spans from your local branch office to regional and home office resources. While you will often work independently, you will have the backing of a large team dedicated to your success. As a BOA, you will be responsible for delivering exceptional personalized service to clients, ensuring they feel understood and informed about their financial options. You will play an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Your ability to listen actively will be crucial in identifying situations in clients' lives that may indicate a need for additional services. Furthermore, you will drive marketing activities, including planning and executing events to promote our services and engage with clients.