Edward Jones - Knoxville, TN
posted 2 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. The company prides itself on serving over seven million clients, and BOAs are considered a vital part of the client service team. The success of Edward D. Jones is attributed to the diverse experiences and professional backgrounds of its BOAs, which contribute to a rich tapestry of viewpoints that drive results. 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. 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 often requires independent work, you will have the backing of a large team to assist you in your responsibilities. 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 play an active role in the annual business planning process, helping to develop strategies for the upcoming year. Additionally, you will need to actively listen for cues in clients' lives that may indicate a need for additional services, allowing you to provide tailored support. Marketing activities, including planning and executing events, will also be part of your responsibilities. The company fosters a culture of continuous improvement and professional development, emphasizing respect for individuals and their unique contributions. An inclusive environment is promoted, 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.