Edward Jones - Gig Harbor, WA
posted 3 months ago
The Branch Office Administrator (BOA) role at Edward D. Jones is a fulfilling career opportunity designed for individuals who are eager to support Financial Advisors in helping clients achieve their long-term financial goals. As a BOA, you will be an integral part of the client team, contributing to the success of the firm, which proudly serves over seven million clients. The role emphasizes the importance of diverse experiences and professional backgrounds, recognizing that different viewpoints are essential for achieving results. In this position, 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 role. You will also benefit from a wide support network that extends from your branch office to the regional and home office levels, ensuring that you have the resources you need to succeed. While you will often work independently, you will have the backing of a large team dedicated to your success. As a BOA, your responsibilities will include delivering exceptional personalized service to clients, ensuring they feel understood and informed. You will take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Additionally, you will be expected to listen actively for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities by planning and executing events. The culture at Edward D. Jones promotes continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. The company values an inclusive environment where everyone's viewpoints are appreciated, contributing to the overall success of the team. Individual efforts are recognized through a rewards program that promotes long-term career growth, financial security, and the well-being of you and your family. Full-time Associates enjoy a comprehensive compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and competitive health benefits, along with paid time off for vacation, sick days, holidays, and personal days.