Edward Jones - Gulf Breeze, FL
posted 3 months ago
The Branch Office Administrator (BOA) role at Edward D Jones is a fulfilling opportunity for individuals looking to make a significant impact 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. With a client base of over seven million, the role is integral to the success of the firm, and BOAs are recognized as valuable members of the client service team. The company prides itself on the diverse experiences and professional backgrounds of its employees, which contribute to innovative solutions and effective client service. 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 spans from your local branch office to the regional and home office levels. While the role requires a degree of independence, you will have the backing of a large team dedicated to your success. Your responsibilities will include 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. Additionally, you will need to actively listen for signs in clients' lives that may indicate a need for additional services, and 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, emphasizing respect for individuals and their unique contributions. An inclusive environment is a priority, where diverse viewpoints are valued and contribute to achieving results. Edward D Jones recognizes individual efforts through a rewards program that supports long-term career growth, financial security, and the well-being of employees and their families.