Edward Jones - Centralia, IL

posted 4 months ago

Full-time - Entry Level
Centralia, IL
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, the Branch Office Administrator (BOA) plays a vital role in the branch team, working closely with financial advisors to provide exceptional service to clients. As the first point of contact for clients, whether over the phone or in person, the BOA is responsible for building strong relationships and understanding clients' needs. This position is not just about administrative tasks; it involves actively engaging with clients to identify their financial goals and potential challenges before they arise. The BOA is integral to the success of the branch, contributing to the overall client experience and satisfaction. The BOA will participate in the annual business planning process, assisting in the development of strategies that align with client needs and business objectives. This role also includes driving marketing activities, such as planning and executing events that promote the branch's services and foster client engagement. Edward Jones emphasizes a culture of continuous improvement and professional development, ensuring that BOAs have the resources and support necessary to thrive in their roles. With a comprehensive six-month training program and a wide support network, new BOAs can expect to receive guidance from experienced peers and access to a wealth of resources. In addition to the professional responsibilities, the BOA is recognized for their individual contributions through a rewards program that promotes long-term career growth and financial security. The inclusive environment at Edward Jones values diverse viewpoints, fostering a workplace where everyone can contribute to achieving results. This position is ideal for those who are relationship builders, problem solvers, and critical thinkers, ready to make a meaningful impact in the lives of clients.

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, including 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 challenges proactively.
  • Critical thinking skills to analyze situations and develop effective strategies.

Nice-to-haves

  • Experience in a client-facing role or financial services industry is a plus.
  • 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, holidays, and personal days.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service