Edward Jones - Indianapolis, IN
posted 3 months ago
The Branch Office Administrator (BOA) role 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 our operations, as we proudly serve over seven million clients, and our BOAs are a valued part of the client team. We believe that the diverse experiences and professional backgrounds of our BOAs contribute significantly to our success, and we are committed to fostering an inclusive environment where different viewpoints are respected and encouraged. In this role, you will receive comprehensive support, including a 6-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. You will also benefit from a wide support network that spans from your branch office to the regional and home office levels. While you will often work independently, you will have the backing of a large team dedicated to your success. As a BOA, you will be responsible for delivering exceptional personalized service to clients, ensuring they 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 need to actively listen for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities, including planning and executing events. This role requires a commitment to continuous improvement and professional development, reflecting our respect for individuals and their unique contributions.