Unclassified - Sioux Falls, SD

posted 4 months ago

Full-time - Entry Level
Onsite - Sioux Falls, SD

About the position

The Branch Office Administrator (BOA) role at Edward D Jones 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 the client team, and the success of the firm is attributed to the diverse experiences and professional backgrounds of its BOAs. The company serves over seven million clients, emphasizing the importance of personalized service and understanding in client interactions. 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 your success. 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, contributing to 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 company fosters a culture of continuous improvement and professional development, valuing the unique contributions of each individual. An inclusive environment is promoted, where diverse viewpoints are respected and encouraged. Edward D Jones recognizes individual efforts through a rewards program that supports long-term career growth, financial security, and the well-being of employees and their families.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Assist in developing strategies during the annual business planning process.
  • 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.
  • Proficiency in office software and technology.

Nice-to-haves

  • Experience in financial services or a related field.
  • Previous administrative or office support experience.

Benefits

  • Comprehensive training program with mentorship.
  • Support network from branch to home office.
  • Rewards program promoting long-term career growth.
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