Edward Jones - Springfield, TN

posted 2 months ago

Full-time - Entry Level
Onsite - Springfield, TN
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Branch Office Administrator (BOA) role at Edward D. Jones is designed for individuals seeking a fulfilling career in financial services. BOAs collaborate with Financial Advisors to assist clients in achieving their long-term financial goals, contributing significantly to the success of the firm. This position emphasizes personalized client service, strategic business planning, and marketing activities, all within a supportive and inclusive environment.

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.
  • Ability to work independently and as part of a team.
  • Experience in customer service or administrative roles is preferred.

Nice-to-haves

  • Experience in financial services or related fields.
  • Familiarity with marketing strategies 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.
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