Edward Jones - Perry, GA

posted 3 months ago

Full-time
Perry, GA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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 unique experiences and professional backgrounds of our BOAs, and we believe that diverse viewpoints are essential for achieving optimal results. In this role, you will receive comprehensive support, including a six-month training program that pairs you with an experienced peer mentor. You will 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 team of thousands, ensuring you are never alone in your efforts to provide exceptional service. Your responsibilities will include delivering 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 listen actively for situations in clients' lives that may indicate a need for additional services and drive marketing activities, including planning and executing events. Our culture emphasizes continuous improvement and professional development, reflecting our respect for individuals and their unique contributions. We foster an inclusive environment where everyone's viewpoints are valued, contributing to our collective success. We also recognize individual efforts through a rewards program that promotes long-term careers, financial security, and the well-being of you and your family.

Responsibilities

  • Deliver exceptional personalized service to ensure clients feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as 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

  • A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits.
  • Paid time off including vacation, sick, holidays, and personal days.
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