Edward Jones - Escondido, CA
posted 4 months ago
At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As the first point of contact for clients, you will be responsible for creating a welcoming environment and building strong relationships. Your primary goal will be to understand your clients' needs deeply, allowing you to anticipate their financial challenges and help them achieve their long-term financial goals. This position is not just about administrative tasks; it is about being a proactive partner in the financial journey of our clients. In this role, you will collaborate closely with financial advisors, participating actively in the annual business planning process and contributing to the development of strategies for the upcoming year. You will also be involved in driving marketing activities, including planning and executing events that enhance client engagement. The BOA position is designed for individuals who are not only detail-oriented but also possess strong interpersonal skills, enabling them to listen actively and identify opportunities for additional services that may benefit clients. Edward Jones is committed to providing a supportive environment for our BOAs. You will undergo a comprehensive six-month training program, which includes mentorship from experienced peers. Our extensive support network will ensure that you have the resources you need to succeed, whether you are working independently or as part of a team. We value continuous improvement and professional development, fostering an inclusive culture where diverse viewpoints are respected and contribute to our collective success. We recognize individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family.