Edward Jones - Leominster, MA
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 participating in the annual business planning process, which involves assisting in the development of strategies for the upcoming year. This role also includes driving marketing activities, such as planning and executing events to enhance client engagement and outreach. The BOA will often 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 team member. 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. With comprehensive training and mentorship provided, the BOA will be well-equipped to thrive in this fulfilling career opportunity.