Edward Jones - Metamora, IL
posted 4 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to provide exceptional personalized service to our clients, ensuring they feel understood and informed. You will be the first point of contact for clients, both over the phone and in person, making it essential for you to build strong relationships and anticipate their needs. This role is not just about administrative tasks; it involves actively listening to clients and identifying opportunities for additional services that can help them achieve their financial goals. In this full-time position, you will collaborate closely with financial advisors to assist in the annual business planning process, contributing to the development of strategies for the upcoming year. You will also be involved in driving marketing activities, including planning and executing events that engage clients and promote our services. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program that includes mentorship from experienced peers and a wide support network that extends from your branch office to the home office. We pride ourselves on fostering a culture of continuous improvement and professional development, where every team member's unique contributions are valued. Our inclusive environment encourages diverse viewpoints, which we believe are essential for achieving results. As a BOA, you will be recognized for your individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family. With a competitive compensation package that includes bonus potential, profit sharing, and comprehensive health benefits, this role offers a fulfilling career path in the financial services industry.