Edward Jones - Kent, WA
posted 4 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in the success of our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to build strong relationships with 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 your role essential in creating a welcoming and supportive environment. Your ability to anticipate client needs and identify potential issues will be crucial in helping them achieve their financial goals. In this role, you will collaborate closely with financial advisors to assist clients in reaching their long-term financial objectives. You will engage in various tasks, including delivering exceptional personalized service, actively listening for signs that may indicate a need for additional services, and participating in the annual business planning process to develop strategies for the upcoming year. Additionally, you will drive marketing activities, such as planning and executing events, to enhance client engagement and satisfaction. Edward Jones is committed to providing you with the support you need to succeed. You will undergo a comprehensive six-month training program, during which you will be mentored by an experienced peer. Our extensive support network will ensure that you have the resources and guidance necessary to thrive in your role. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each team member. Our inclusive environment encourages diverse viewpoints, which are essential for achieving results and driving success.