Edward Jones - Orlando, FL
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 relationship-building skill set, as the BOA must get to know clients well enough to anticipate their needs and identify potential issues before they arise. The BOA is integral in helping clients achieve their long-term financial goals, which is a key aspect of the role. The BOA will engage in various responsibilities, including delivering personalized service, actively listening to clients, and participating in the annual business planning process. This involves assisting in the development of strategies for the upcoming year and driving marketing activities, such as planning and executing events. The role also emphasizes continuous improvement and professional development, fostering an inclusive environment where diverse viewpoints are valued. Edward Jones is committed to supporting its BOAs through comprehensive training and a wide support network, ensuring they have the resources needed to succeed in their roles. In addition to the core responsibilities, the BOA will be recognized for their individual efforts through a rewards program that promotes long-term career growth and financial security for themselves and their families. This position is ideal for someone looking for a fulfilling career in a supportive and dynamic environment.