Edward Jones - Godfrey, IL
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 will engage in active listening to identify situations in clients' lives that may indicate a need for additional services, thereby enhancing the overall client experience. The BOA will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. This includes driving marketing activities, such as planning and executing events, to promote the branch's services and engage with the community. The role is designed for individuals who thrive in a supportive environment, where they can work independently while having access to a wide support network that extends from the branch office to the home office. Edward Jones is committed to fostering a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. The company values diverse viewpoints and recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and the well-being of employees and their families. Comprehensive training is provided, including mentorship from experienced peers, ensuring that new BOAs are well-equipped to succeed in their roles.