Edward Jones - Erie, PA
posted 4 months ago
At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, working closely with Financial Advisors to help clients achieve their long-term financial goals. As the first point of contact for clients, the BOA is responsible for delivering exceptional personalized service, ensuring that clients feel understood and informed. This position requires a relationship builder, problem solver, and critical thinker who can anticipate client needs and proactively address them. The BOA is integral to the client experience, helping to identify potential issues before they arise and collaborating with the Financial Advisor to develop strategies that align with clients' financial aspirations. The BOA will engage in various responsibilities, including participating in the annual business planning process, actively listening for life situations that may indicate a need for additional services, and driving marketing activities such as planning and executing events. This role is designed for individuals who thrive in a supportive environment, where they can work independently while being backed by a vast network of colleagues and resources. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The BOA will receive comprehensive training over six months, including mentorship from experienced peers, ensuring they are well-equipped to succeed in their role. In addition to the rewarding nature of the work, Edward Jones recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for employees and their families. The BOA position is not just a job; it is a fulfilling career opportunity for those looking to make a meaningful impact in the lives of clients.