Edward Jones - Leesburg, FL
posted about 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 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 not only tasked with managing day-to-day operations but also with anticipating client needs and identifying potential issues before they arise. The BOA will engage in various responsibilities, including delivering personalized service, actively listening to clients, and participating in the annual business planning process. This role also involves driving marketing activities, such as planning and executing events to enhance client engagement. Edward Jones emphasizes a culture of continuous improvement and professional development, ensuring that BOAs have the support and resources needed to succeed. The company values diverse perspectives and recognizes individual contributions, fostering an inclusive environment where everyone can thrive. New hires will benefit from a comprehensive six-month training program, which includes mentorship from experienced peers and access to a wide support network that spans from the branch office to the home office. This collaborative approach ensures that BOAs are well-equipped to assist clients in achieving their long-term financial goals, contributing to the overall success of the branch team.