Edward Jones - Boise, ID
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 navigate their financial journeys, ensuring they feel understood and informed at every step. In this role, you will engage in various tasks that contribute to the overall success of the branch. You will actively participate in the annual business planning process, assisting in the development of strategies that align with client goals. Your ability to listen attentively 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 and promote the branch's services. Edward Jones is committed to fostering a culture of continuous improvement and professional development. You will receive comprehensive training over six months, including mentorship from experienced peers, ensuring you have the support needed to thrive in your role. The inclusive environment at Edward Jones values diverse viewpoints, recognizing that they contribute to achieving results and enhancing the client experience. The company also emphasizes individual recognition through a rewards program that supports long-term career growth and financial security for you and your family.