Edward Jones - Tampa, FL
posted 3 months ago
At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, which typically consists of two or three members, including a financial advisor. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and establishing strong relationships with clients. This position requires a proactive approach to understanding clients' needs, anticipating potential issues, and providing exceptional personalized service. The BOA collaborates closely with the financial advisor to help clients achieve their long-term financial goals, ensuring that they feel understood and informed throughout their journey. The BOA is also involved in the annual business planning process, contributing to the development of strategies for the upcoming year. This includes actively listening for life events that may indicate a need for additional services and driving marketing activities, such as planning and executing events to engage clients and prospects. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The BOA is supported by a comprehensive training program, mentorship from experienced peers, and a wide support network that extends from the branch office to the home office. In this role, the BOA is expected to work independently while being backed by a large team, fostering an inclusive environment where diverse viewpoints are respected and contribute to achieving results. The company recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for employees and their families.