Edward Jones - Williams Bay, WI
posted 4 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to provide exceptional service to our clients, ensuring they feel understood and informed. You will be the first point of contact for clients, both over the phone and in person, making it essential to build strong relationships and anticipate their needs. This role is not just about administrative tasks; it involves actively listening to clients and identifying opportunities to assist them in achieving their financial goals. In this full-time position, you will collaborate closely with financial advisors to help clients navigate their financial journeys. You will participate in the annual business planning process, contributing to the development of strategies that align with client needs. Your role will also include driving marketing activities, such as planning and executing events to engage clients and prospects. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program and ongoing support from a wide network of colleagues. We pride ourselves on fostering a culture of continuous improvement and professional development, where every team member's unique contributions are valued. Our inclusive environment encourages diverse viewpoints, which we believe are essential for achieving results. As a BOA, you will be recognized for your individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family. With a focus on a human-centered approach, Edward Jones aims to make a positive impact on the lives of our clients, colleagues, and communities.