Edward Jones - Indian Trail, NC
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 personalized 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 for additional services that can help them achieve their long-term financial goals. In this full-time position, you will collaborate closely with financial advisors to assist in the annual business planning process, contributing to the development of strategies for the upcoming year. You will also drive marketing activities, including planning and executing events that engage clients and promote our services. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program that includes mentorship from experienced peers and a wide support network that extends from your branch office to the home office. 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. We recognize individual efforts through a rewards program that promotes long-term career growth, financial security, and the well-being of you and your family. As a BOA, you will be part of a team that serves over seven million clients, and your role will be integral to our success.