Edward Jones - Sugar Land, TX
posted 2 months ago
At Edward Jones, the Branch Office Administrator (BOA) role is a vital position within our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making your role crucial in establishing and nurturing client relationships. Your primary responsibility will be to understand your clients deeply, enabling you to anticipate their needs and help them identify potential financial challenges before they arise. This proactive approach is essential in assisting clients in achieving their long-term financial goals. The BOA will work closely with financial advisors, contributing to the overall success of the branch by delivering exceptional personalized service. You will engage in the annual business planning process, helping to develop strategies that align with client needs and business objectives. Additionally, you will be involved in driving marketing activities, including planning and executing events that promote the branch's services and enhance client engagement. Edward Jones is committed to providing comprehensive support to its BOAs, including a robust six-month training program that pairs new hires with experienced peers for mentorship. This support network extends from the branch office to the regional and home office levels, ensuring that you have the resources and guidance needed to excel in your role. The company fosters a culture of continuous improvement and professional development, valuing the unique contributions of each team member and promoting an inclusive environment where diverse viewpoints are encouraged and respected.