Edward Jones - Eugene, OR
posted 3 months ago
At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, 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 understand their needs. Your primary responsibility will be to get to know your clients well enough to anticipate their needs and help them identify potential financial challenges before they arise. This proactive approach is vital in assisting clients in achieving their long-term financial goals. In this full-time position, you will collaborate closely with financial advisors to provide exceptional personalized service, ensuring that clients feel understood and informed. You will also take an active role in the annual business planning process, helping to develop strategies for the upcoming year. Your responsibilities will include actively listening for situations in clients' lives that may indicate a need for additional services and driving marketing activities, such as planning and executing events. Edward Jones prides itself on fostering a culture of continuous improvement and professional development, where individual contributions are respected and valued. We offer a comprehensive six-month training program, including mentorship from experienced peers, and a wide support network that extends from your branch office to the home office. Our BOAs are recognized for their unique experiences and professional backgrounds, which contribute to our success in serving over seven million clients. We believe in a human-centered approach, focusing on positive impacts that improve the lives of our clients, colleagues, and communities.