Edward Jones - Ponte Vedra Beach, FL

posted 3 months ago

Full-time
Onsite - Ponte Vedra Beach, FL
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 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 overall success of the firm. In this role, you will receive comprehensive support, including a six-month training program that pairs you with an experienced peer mentor. This mentorship, along with a wide support network that spans from your local branch office to the regional and home office levels, ensures that you are well-equipped to succeed. 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 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 be attentive to clients' needs, identifying situations that may indicate a requirement for additional services. You will also drive marketing activities, including planning and executing events to enhance client engagement. 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, and 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 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

  • High School diploma or equivalent required.
  • Strong communication and interpersonal skills to interact effectively with clients and team members.
  • Ability to work independently while being part of a larger support network.

Nice-to-haves

  • Experience in office administration or customer service roles.
  • Familiarity with financial services or investment products.

Benefits

  • Comprehensive 6-month training program with mentorship.
  • Rewards program promoting long-term career growth and financial security.
  • Inclusive work environment that values diverse viewpoints.
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