Edward Jones - Saxonburg, PA
posted 3 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 participating 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 thrive in a supportive environment, where they can work independently while having access to a vast network of resources and support from their branch, region, and home office. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member and fostering an inclusive environment where diverse viewpoints are respected and encouraged. The position offers comprehensive training over six months, including mentorship from experienced peers, ensuring that new BOAs are well-prepared to meet the needs of their clients. The company recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for employees and their families. This role is ideal for those seeking a fulfilling career in a dynamic and supportive environment, where they can make a meaningful impact on clients' financial journeys.