Edward Jones - Kalamazoo, MI
posted 3 months ago
At Edward Jones, we are looking for a Branch Office Administrator (BOA) to join our team in Kalamazoo, MI. This role is essential in supporting our financial advisors and ensuring that our clients receive exceptional service. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making it crucial to build strong relationships and understand their needs. Your ability to anticipate client problems and provide solutions will be key to helping them achieve their financial goals. In this position, you will work closely with financial advisors to assist in the annual business planning process, helping to develop strategies for the upcoming year. You will also play a significant role in driving marketing activities, including planning and executing events that engage clients and promote our services. Your contributions will not only enhance client satisfaction but also support the overall success of the branch. Edward Jones prides itself on fostering a culture of continuous improvement and professional development. We value diverse perspectives and believe that every team member's unique experiences contribute to our success. You will receive comprehensive training over six months, including mentorship from experienced peers, and have access to a wide support network that extends from your branch to the home office. This role offers the opportunity to work independently while being backed by a team of thousands, ensuring you have the resources you need to thrive.