Edward Jones - Independence, MO
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 taking an active role in the annual business planning process, assisting in the development of strategies for the upcoming year, and driving marketing activities such as planning and executing events. The role also involves active listening to clients, recognizing situations in their lives that may indicate a need for additional services, and ensuring that the branch operates smoothly and efficiently. Edward Jones is committed to providing comprehensive support to its BOAs, including a six-month training program with mentorship from experienced peers. The company fosters a culture of continuous improvement and professional development, valuing the unique contributions of each individual. The BOA will work independently but will have access to a vast support network that extends from the branch office to the home office, ensuring they are never alone in their efforts to serve clients effectively.