Edward Jones - Rehoboth, MA
posted 4 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to build strong relationships with clients, ensuring they feel understood and informed. You will be the first point of contact for clients, both over the phone and in person, making your role essential in creating a welcoming and supportive environment. Your ability to anticipate client needs and identify potential issues will be crucial in helping them achieve their financial goals. In this full-time position, you will collaborate closely with financial advisors to assist clients in reaching their long-term financial objectives. The BOA role is designed for individuals who are looking for a fulfilling career where they can make a significant impact. You will receive comprehensive training over six months, including mentorship from experienced peers, and will have access to a wide support network that extends from your branch to the home office. Your daily tasks will include delivering exceptional personalized service, actively participating in the annual business planning process, and driving marketing activities such as planning and executing events. You will also be expected to listen attentively to clients, identifying situations in their lives that may indicate a need for additional services. At Edward Jones, we foster a culture of continuous improvement and professional development, valuing the unique contributions of each individual. We recognize and reward individual efforts through a program that promotes long-term career growth and financial security for you and your family.