Edward Jones - Clayton, MO
posted 2 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. This position is not just about administrative tasks; it is about building relationships and understanding clients' needs. As the first point of contact for clients, whether over the phone or in person, the BOA is responsible for creating a welcoming environment and ensuring that clients feel understood and informed. The BOA must develop a deep understanding of clients' financial situations, proactively identifying potential issues and opportunities to provide additional services. The role involves a variety of responsibilities, including delivering exceptional personalized service, participating in the annual business planning process, and driving marketing activities such as planning and executing events. The BOA is expected to actively listen to clients and recognize situations in their lives that may indicate a need for further assistance. This position requires a commitment to continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. Edward Jones prides itself on fostering an inclusive environment where diverse viewpoints are valued, contributing to the overall success of the team. The company provides comprehensive training and support, ensuring that BOAs have the resources they need to thrive in their roles. With a focus on individual efforts, Edward Jones recognizes and rewards contributions through a program that promotes long-term career growth and financial security for employees and their families.