Edward Jones - Morris, MN
posted about 2 months ago
The Branch Office Administrator (BOA) role is a fulfilling opportunity for individuals looking to make a significant impact 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. This position is integral to our operations, as we proudly serve over seven million clients, and our BOAs are a valued part of the client team. We attribute much of our success to the diverse experiences and professional backgrounds of our BOAs, as we believe that different viewpoints contribute to achieving optimal results. In this role, 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 position. You will also benefit from a wide support network that extends from your branch office to the regional and home office levels. While you will often work independently, you will have the backing of a team of thousands, ensuring you are never alone in your efforts. Your responsibilities will include 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 be expected to actively listen for situations in clients' lives that may indicate a need for additional services, and drive marketing activities such as planning and executing events. Our culture promotes continuous improvement and professional development, reflecting a 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.