Edward Jones - Fernandina Beach, FL
posted 3 months ago
The Branch Office Administrator (BOA) role at Edward D Jones is designed for individuals seeking 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. This position is integral to the client team, and the contributions of BOAs are highly valued, as they bring unique experiences and professional backgrounds that enhance the overall service provided to clients. The company prides itself on serving over seven million clients, and the success of the organization is attributed significantly to the efforts of its BOAs. In this role, you will receive comprehensive support, including a six-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 position. Additionally, you will have access to a wide support network that spans from your local branch office to regional and home office resources. While the role often requires independent work, you will have the backing of a large team to ensure you are never alone in your efforts. 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 also play an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Your ability to actively listen for situations in clients' lives that may indicate a need for additional services will be crucial. Furthermore, you will drive marketing activities, including planning and executing events to promote the branch's services. The company fosters a culture of continuous improvement and professional development, reflecting a deep respect for individuals and their unique contributions. An inclusive environment is emphasized, where diverse viewpoints are valued and contribute to achieving results. Edward D Jones recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and the well-being of employees and their families.