Edward Jones - Williamsport, 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 provide exceptional service to clients. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and ensuring that clients feel understood and informed. This position requires a strong focus on relationship building, problem-solving, and critical thinking skills. The BOA is expected to develop a deep understanding of clients' needs, proactively identifying potential issues and opportunities for additional services. 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, planning and executing events, and continuously seeking ways to improve client service and branch operations. The role is designed for individuals who thrive in a collaborative environment, where their unique experiences and perspectives are valued. Edward Jones is committed to providing comprehensive training and support to its BOAs. New hires will undergo a six-month training program, which includes mentorship from experienced peers and access to a wide support network that extends from the branch office to the home office. This ensures that BOAs are well-equipped to meet the needs of their clients and contribute to the overall success of the branch team.