Edward Jones - Englewood, CO
posted 3 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in the branch team, working closely with financial advisors to provide exceptional service to clients. This position is designed for individuals who are relationship builders, problem solvers, and critical thinkers. You will be the first point of contact for clients, both over the phone and in person, making it essential to develop a deep understanding of their needs and preferences. Your primary responsibility will be to anticipate client needs and help them identify and achieve their financial goals. In this role, you will engage in various tasks that contribute to the overall success of the branch. You will assist in the annual business planning process, helping to develop strategies for the upcoming year. Your active listening skills will be crucial in recognizing situations in clients' lives that may indicate a need for additional services. Additionally, you will drive marketing activities, including planning and executing events to enhance client engagement and satisfaction. Edward Jones is committed to providing comprehensive support to its BOAs, including a six-month training program with mentorship from experienced peers. You will have access to a wide support network that extends from your branch office to the home office, ensuring you have the resources needed to succeed. The company fosters a culture of continuous improvement and professional development, valuing the unique contributions of each individual. As a BOA, you will be recognized for your individual efforts through a rewards program that promotes long-term career growth, financial security, and the well-being of you and your family. This position offers a fulfilling career path for those looking to make a meaningful impact in the lives of clients while being part of a supportive team.