Edward Jones - Fallon, NV

posted 3 months ago

Full-time - Entry Level
Fallon, NV
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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 contributing to the overall success of the branch. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The BOA will receive comprehensive training and support, including mentorship from experienced peers and access to a wide support network that extends from the branch office to the home office. In this role, the BOA will work independently while being backed by a team of thousands, ensuring that they have the resources and support needed to succeed. The position offers a rewarding career path with opportunities for growth and recognition through a rewards program that promotes long-term career development and financial security for employees and their families.

Responsibilities

  • Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

Requirements

  • Strong relationship-building skills to connect with clients and understand their needs.
  • Problem-solving abilities to identify and address client issues proactively.
  • Critical thinking skills to analyze situations and develop effective strategies.

Nice-to-haves

  • Experience in a customer service role or financial services industry is preferred.
  • Familiarity with marketing activities and event planning.

Benefits

  • A compensation package that includes bonus potential and profit sharing.
  • 401k (U.S.) or Group RRSP (Canada) for retirement savings.
  • Comprehensive and competitive health benefits.
  • Paid time off including vacation, sick days, holidays, and personal days.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service