Edward Jones - Seattle, WA
posted 4 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 provide exceptional 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 managing tasks; it’s about understanding clients deeply and helping them navigate their financial journeys. In this 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 that align with client needs. Your ability to actively listen and identify situations in clients' lives that may indicate a need for additional services will be crucial. Additionally, you will drive marketing activities, including planning and executing events to enhance client engagement. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program that includes mentorship from experienced peers. You will have access to a wide support network that extends from your branch office to the home office, ensuring you are never alone in your efforts. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each team member. 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 full-time associate, you will receive a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits, along with paid time off for vacation, sick days, holidays, and personal days.