Edward Jones - Camdenton, MO

posted 4 months ago

Full-time - Entry Level
Camdenton, MO
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in the branch team, working closely with financial advisors to provide exceptional service to clients. This position is designed for individuals who are relationship builders, problem solvers, and critical thinkers. You will be the first point of contact for clients, both over the phone and in person, making it essential to develop a deep understanding of their needs and preferences. Your primary responsibility will be to anticipate client needs and help them identify and address their financial goals effectively. In this role, you will engage in various tasks that contribute to the overall success of the branch. You will assist in the annual business planning process, helping to develop strategies that align with client objectives. Your active listening skills will be crucial in recognizing situations in clients' lives that may indicate a need for additional services, allowing you to provide tailored solutions. Additionally, you will drive marketing activities, including planning and executing events that enhance client engagement and satisfaction. Edward Jones is committed to supporting your professional growth. You will undergo a comprehensive six-month training program, paired with an experienced mentor to guide you through the initial stages of your career. The support network extends from your branch office to the regional and home office levels, ensuring you have the resources needed to succeed. The culture at Edward Jones emphasizes continuous improvement and values the unique contributions of each team member, fostering an inclusive environment where diverse viewpoints are celebrated. The company recognizes individual efforts through a rewards program that promotes long-term career development and financial security for you and your family.

Responsibilities

  • Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities, including planning and executing events.

Requirements

  • Strong relationship-building skills to connect with clients and understand their needs.
  • Problem-solving abilities to identify and address client issues proactively.
  • Critical thinking skills to anticipate client needs and develop effective strategies.

Nice-to-haves

  • Experience in a customer service role or financial services industry is a plus.
  • Familiarity with marketing activities and event planning.

Benefits

  • A compensation package that includes bonus potential and profit sharing.
  • 401k (U.S.) or Group RRSP (Canada) for retirement savings.
  • Comprehensive and competitive health benefits.
  • Paid time off including vacation, sick leave, holidays, and personal days.
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