Edward Jones - Huntsville, AL

posted 2 months ago

Full-time - Entry Level
Huntsville, AL
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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 proactive approach to client relationships, where the BOA not only addresses current client needs but also anticipates future requirements. The BOA is integral in helping clients achieve their long-term financial goals, which involves actively listening to clients and identifying opportunities for additional services. The BOA will engage in various responsibilities, including participating in the annual business planning process and driving marketing activities such as planning and executing events. This role is designed for individuals who thrive in a collaborative environment while also being able to work independently. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The company provides comprehensive training and a wide support network to ensure that BOAs are well-equipped to succeed in their roles. In addition to the rewarding nature of the work, Edward Jones offers a competitive compensation package that includes bonus potential, profit sharing, and comprehensive health benefits. The company is committed to fostering an inclusive environment where diverse viewpoints are valued, and individual efforts are recognized through a rewards program that promotes long-term career growth and financial security for associates and their families.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Take an active role in the annual business planning process.
  • Assist in developing strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

Requirements

  • Ability to deepen and broaden client relationships.
  • Ability to identify opportunities to create efficiency.
  • Strong ability to work independently.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.

Benefits

  • Bonus potential
  • Profit sharing
  • 401k (U.S.) or Group RRSP (Canada)
  • Comprehensive health benefits
  • Paid time off including vacation, sick, holidays, and personal days
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