Edward Jones - Long Beach, CA
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. This role also involves actively listening to clients to identify situations in their lives that may indicate a need for additional services. The BOA will work independently but will have the support of a vast network that extends from the branch office to the home office, ensuring they have the resources needed to succeed. Edward Jones is committed to fostering a culture of continuous improvement and professional development, valuing the unique contributions of each individual. The company recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and the well-being of employees and their families. With comprehensive training and mentorship provided, the BOA role is an excellent opportunity for those looking to build a fulfilling career in financial services.