Edward Jones - Johnston, IA
posted 3 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. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and ensuring that clients feel understood and informed. This position requires a strong focus on relationship building, problem-solving, and critical thinking. The BOA is expected to develop a deep understanding of clients' needs, proactively identifying potential issues and opportunities for additional services. The BOA will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. This includes driving marketing activities, planning and executing events, and contributing to the overall success of the branch. Edward Jones emphasizes a culture of continuous improvement and professional development, providing comprehensive training and support to ensure that BOAs are well-equipped to succeed in their roles. In this position, you will often work independently but will have the backing of a vast support network that extends from your branch office to the home office. The company values diverse viewpoints and recognizes individual contributions, fostering an inclusive environment where everyone can thrive. The BOA role is not just about administrative tasks; it is about building lasting relationships with clients and helping them achieve their financial goals.