Edward Jones - Williamsport, PA
posted 3 months ago
The Branch Office Administrator (BOA) role at Edward D. Jones is a fulfilling career opportunity designed for individuals who are eager to support Financial Advisors in helping clients achieve their long-term financial goals. As a BOA, you will be an integral part of the client team, contributing to the success of the firm by leveraging your unique experiences and professional background. The company prides itself on serving over seven million clients, and the BOAs are recognized as a valued component of this success. In this role, you will receive comprehensive training over a six-month period, which includes mentorship from an experienced peer. 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 extends 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 to assist you in your responsibilities. 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. The company fosters a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. An inclusive environment is promoted, where everyone's different viewpoints are valued and contribute to achieving results. Individual efforts are recognized through a rewards program that supports long-term career growth, financial security, and the well-being of you and your family.