Edward Jones - North Liberty, IN
posted 3 months ago
At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making it essential to build strong relationships and understand their needs. Your primary responsibility will be to get to know your clients well enough to anticipate their needs and help them identify and solve their financial problems. This role is not just about administrative tasks; it is about being a partner in helping clients achieve their financial goals. In this full-time position, you will work closely with financial advisors to assist clients in reaching their long-term financial objectives. You will be part of a team that serves over seven million clients, and your unique experiences and professional background will be valued as we strive for success together. The BOA role offers a comprehensive six-month training program, including mentorship from an experienced peer, and a wide support network that extends from your branch office to the home office. You will often work independently but will have the backing of thousands of colleagues. Your day-to-day responsibilities will include delivering exceptional personalized service to clients, actively listening for situations that may indicate a need for additional services, and driving marketing activities such as planning and executing events. We foster a culture of continuous improvement and professional development, where everyone's contributions are respected and valued. We also recognize individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family.