Edward Jones - Palm Beach, FL
posted 3 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to build strong relationships with 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 your role essential in helping clients identify and address their financial needs. This position is not just about administrative tasks; it’s about being proactive in understanding clients' situations and anticipating their needs before they arise. In this full-time position, you will collaborate closely with financial advisors to assist clients in achieving their long-term financial goals. You will engage in the annual business planning process, contributing to the development of strategies for the upcoming year. Your role will also involve driving marketing activities, including planning and executing events that enhance client engagement and satisfaction. Edward Jones prides itself on a culture of continuous improvement and professional development, where your unique contributions are valued and recognized. The BOA role comes with comprehensive training, including a six-month mentorship program with an experienced peer, ensuring you have the support needed to thrive. You will work independently but will have access to a vast support network that extends from your branch office to the home office, providing you with the resources necessary to succeed in your role. This position is designed for individuals who are relationship builders, problem solvers, and critical thinkers, ready to make a positive impact in the lives of our clients and the community.