Edward Jones - Johnston, IA
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, as BOAs are integral members of the client team. We believe that the diverse experiences and professional backgrounds of our BOAs contribute significantly to our success, and we value different viewpoints that help us achieve results. In this position, you will receive comprehensive support, including a 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. You will also benefit from a wide support network that spans from your branch office to the regional and home office levels. While you will often work independently, you will have the backing of a large team to ensure your success. As a BOA, you will be responsible for 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 need to actively listen for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities, including planning and executing events. Our culture promotes continuous improvement and professional development, reflecting our respect for individuals and their unique contributions. We recognize individual efforts through a rewards program that supports long-term career growth, financial security, and the well-being of you and your family.