Edward Jones - Colorado Springs, CO
posted about 2 months ago
At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a critical 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 establishing strong relationships. Your primary focus will be to understand your clients' needs deeply, enabling you to anticipate their financial challenges and assist them in achieving their long-term financial goals. This role is not just about administrative tasks; it is about being an integral part of a team that values collaboration and client service. In this full-time position, you will engage in various responsibilities that contribute to the overall success of the branch. You will deliver exceptional personalized service, ensuring that clients feel understood and informed. Additionally, you will take an active role in the annual business planning process, helping to develop strategies for the upcoming year. Your ability to listen actively will be crucial in identifying situations in clients' lives that may indicate a need for additional services. Furthermore, you will drive marketing activities, including planning and executing events that enhance client engagement. Edward Jones prides itself on fostering a culture of continuous improvement and professional development. We recognize the unique contributions of each individual and promote an inclusive environment where diverse viewpoints are valued. Our comprehensive training program, which lasts six months, includes mentorship from experienced peers and access to a wide support network that extends from your branch office to the home office. We believe that our BOAs are essential to our success, and we are committed to providing the support you need to thrive in your role.