Edward Jones - New Milford, CT
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 help clients achieve their long-term financial goals. As the first point of contact for clients, the BOA is responsible for delivering exceptional personalized service, ensuring that clients feel understood and informed. This position requires a relationship builder, problem solver, and critical thinker who can anticipate client needs and proactively address them. The BOA is integral to the client experience, helping to identify potential issues before they arise and collaborating with the Financial Advisor to develop strategies that align with clients' financial aspirations. The BOA will engage in various responsibilities, including taking an active role in the annual business planning process, assisting in marketing activities, and executing events that promote the branch's services. The role also involves comprehensive training and support, with a focus on continuous improvement and professional development. Edward Jones values diverse perspectives and encourages a culture where individual contributions are recognized and rewarded. The BOA will work independently but will have access to a wide support network, ensuring they are never alone in their efforts to serve clients effectively.