Edward Jones - Martinsville, IN
posted 3 months ago
The Branch Office Administrator (BOA) role is a pivotal position that partners with Financial Advisors to assist clients in achieving their long-term financial goals. This role is designed for individuals who are looking for a fulfilling career where they can make a significant impact on clients' lives. As a BOA, you will be part of a team that serves over seven million clients, and your unique experiences and professional background will be valued as part of the client team. The success of the organization is attributed to the diverse viewpoints and contributions of its BOAs, making this role not only rewarding but also integral to the company's mission. In this position, you will receive comprehensive training over a six-month period, which includes mentorship from an experienced peer. This training is designed to equip you with the necessary skills and knowledge to excel in your role. You will also have access to 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, ensuring that you are never alone in your efforts to provide exceptional service to clients. As a BOA, you will be responsible for delivering personalized service that ensures clients 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. The culture within the organization promotes continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. An inclusive environment is fostered where everyone's viewpoints are valued, contributing to the overall success of the team.