Edward Jones - Sheboygan, WI
posted 3 months ago
At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, working closely with financial advisors to provide exceptional service to clients. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and ensuring that clients feel understood and informed. This position requires a strong focus on relationship building, problem-solving, and critical thinking skills. The BOA is expected to develop a deep understanding of clients' needs, proactively identifying potential issues and opportunities for additional services. The BOA will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. This includes driving marketing activities, planning and executing events, and collaborating with the financial advisor to enhance client engagement. The role is designed for individuals who thrive in a supportive team environment while also being able to work independently. Edward Jones is committed to the professional development of its employees, offering a comprehensive six-month training program that includes mentorship from experienced peers. The company fosters a culture of continuous improvement and values diverse perspectives, recognizing that different viewpoints contribute to achieving results. The BOA is a valued member of the client team, and the company credits much of its success to the unique experiences and professional backgrounds of its associates.