Edward Jones - Bloomington, MN
posted 2 months ago
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. This position is designed for individuals who excel in relationship building, problem-solving, and critical thinking. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment, ensuring that clients feel understood and informed about their financial needs. The BOA's primary goal is to develop strong relationships with clients, allowing them to anticipate and address their financial concerns proactively. The BOA will engage in various responsibilities, including assisting in the annual business planning process, where they will help develop strategies for the upcoming year. This role also involves actively listening to clients to identify situations that may indicate a need for additional services, thereby enhancing the overall client experience. Additionally, the BOA will drive marketing activities, including planning and executing events to promote the branch's services and engage with the community. Edward Jones is committed to providing comprehensive support to its BOAs, including a six-month training program with mentorship from experienced peers. The company fosters a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The inclusive environment encourages diverse viewpoints, which are essential for achieving results and enhancing client satisfaction. The BOA is recognized for their individual efforts through a rewards program that promotes long-term career growth and financial security for themselves and their families.