Edward Jones - Huntsville, AL
posted 4 months ago
At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As the first point of contact for clients, you will be responsible for creating a welcoming environment and establishing strong relationships. Your primary goal will be to understand your clients' needs deeply, enabling you to anticipate their financial challenges and assist them in achieving their long-term financial goals. This position is not just about administrative tasks; it is about being a proactive partner in the financial journey of our clients. In this role, you will collaborate closely with financial advisors, participating actively in the annual business planning process and helping to develop 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. Your ability to listen attentively to clients will be essential in identifying opportunities for additional services that can enhance their financial well-being. Edward Jones prides itself on fostering a culture of continuous improvement and professional development. We provide comprehensive training over six months, including mentorship from experienced peers, ensuring you have the support needed to thrive. Our inclusive environment values diverse perspectives, recognizing that different viewpoints contribute to achieving better results. We are committed to rewarding individual efforts through a robust rewards program that promotes long-term career growth and financial security for you and your family.