Unclassified - Rapid City, SD

posted about 2 months ago

Full-time
Onsite - Rapid City, SD

About the position

The Branch Office Administrator (BOA) role at Edward D Jones is designed for individuals seeking a fulfilling career 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 the client team, and the contributions of BOAs are highly valued, as they bring unique experiences and professional backgrounds that enhance the overall service provided to clients. The company prides itself on serving over seven million clients, and the success of the BOA role is attributed to the diverse perspectives and skills that each individual brings to the table. 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. Additionally, you will have access to a wide support network that spans from your local branch office to the regional and home office levels. While you will often work independently, you will have the backing of a large team to ensure you are never alone in your efforts. As a BOA, you will be responsible for delivering exceptional personalized service to clients, ensuring they feel understood and informed about their financial options. You will also play an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. Your ability to listen actively will be crucial in identifying situations in clients' lives that may indicate a need for additional services. Furthermore, you will drive marketing activities, including planning and executing events to promote the branch's services. The culture at Edward D Jones emphasizes continuous improvement and professional development, reflecting a deep respect for individuals and their unique contributions. The company fosters an inclusive environment where diverse viewpoints are valued, contributing to the achievement of 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 Financial Advisors in achieving clients' long-term financial goals.
  • Participate in the annual business planning process to develop strategies for the upcoming year.
  • Listen actively for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities, including planning and executing events.

Requirements

  • High School diploma or equivalent required.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Experience in customer service or administrative roles is preferred.

Nice-to-haves

  • Experience in the financial services industry is a plus.
  • Familiarity with marketing activities and event planning.

Benefits

  • Comprehensive 6-month training program.
  • Support network from branch office to home office.
  • Rewards program promoting long-term career and financial security.
  • Inclusive work environment that values diverse viewpoints.
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