Edward Jones - Denison, TX
posted 2 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 will engage in various responsibilities, including assisting in the annual business planning process, actively listening for situations in clients' lives that may indicate a need for additional services, and driving marketing activities such as planning and executing events. The role is designed for individuals who are looking for a fulfilling career and are eager to contribute to a team-oriented environment. Edward Jones emphasizes the importance of continuous improvement and professional development, fostering a culture that respects individual contributions and values diverse viewpoints. The BOA will receive comprehensive training over six months, including mentorship from experienced peers, and will have access to a wide support network that extends from the branch office to the home office. This position offers the opportunity to work independently while being backed by a large team dedicated to client success.