Edward Jones - Lenoir, NC

posted 5 months ago

Full-time - Entry Level
Onsite - Lenoir, NC
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Branch Office Administrator (BOA) role at Edward D. Jones is a fulfilling career opportunity designed for individuals who are passionate about helping clients achieve their long-term financial goals. As a BOA, you will collaborate closely with Financial Advisors to provide exceptional personalized service to over seven million clients. This position is integral to the client team, and the unique experiences and professional backgrounds of BOAs are highly valued, contributing significantly to the firm's success. 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, ensuring that you are never alone in your efforts. While you will often work independently, you will have the backing of thousands of colleagues who are committed to your success. As a BOA, you will be responsible for delivering exceptional service to clients, ensuring they feel understood and informed about their financial options. 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, including planning and executing events. The culture at Edward D. Jones emphasizes continuous improvement and professional development, reflecting a deep respect for individuals and their unique contributions. The firm fosters an inclusive environment where diverse viewpoints are valued, helping to achieve better results. 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.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Assist in the annual business planning process and develop strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities, including planning and executing events.

Requirements

  • Ability to deepen and broaden client relationships.
  • Ability to identify opportunities to create efficiency.
  • Strong ability to work independently.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.

Benefits

  • Compensation package including bonus potential and profit sharing.
  • 401k or Group RRSP (Canada).
  • Comprehensive and competitive health benefits.
  • Paid time off including vacation, sick days, holidays, and personal days.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service