Edward Jones - Minnetonka, MN

posted about 2 months ago

Full-time - Entry Level
Minnetonka, MN
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, working closely with financial advisors to provide exceptional service to clients. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and building strong relationships. This position requires a proactive approach to understanding clients' needs, anticipating potential issues, and providing solutions that align with their financial goals. The BOA is integral to the success of the branch, contributing to the overall client experience and satisfaction. The BOA will engage in various responsibilities, including delivering personalized service, participating in annual business planning, and driving marketing activities. This role is designed for individuals who thrive in a collaborative environment while also being able to work independently. Edward Jones emphasizes continuous improvement and professional development, ensuring that BOAs have the support and resources needed to excel in their roles. The company values diverse perspectives and encourages associates to contribute their unique experiences to achieve collective success. In addition to a supportive work culture, Edward Jones offers a comprehensive training program that spans six months, pairing new BOAs with experienced peers for mentorship. The company recognizes the importance of work-life balance and provides a competitive compensation package, including bonuses, profit sharing, and health benefits. Paid time off is also included, allowing associates to recharge and maintain their well-being. Overall, the BOA position at Edward Jones is an opportunity to build a fulfilling career in a respected financial services firm that prioritizes its clients and associates.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Take an active role in the annual business planning process.
  • Listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

Requirements

  • Ability to deepen and broaden client relationships.
  • Ability to identify opportunities to create efficiency.
  • Strong ability to work independently.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.

Benefits

  • Bonus potential
  • Profit sharing
  • 401k or Group RRSP
  • Comprehensive health benefits
  • Paid time off including vacation, sick, holidays, and personal days
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service