Edward Jones - Richfield, OH
posted 4 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 skills. The BOA is expected to develop a deep understanding of clients' needs, proactively identifying potential issues and offering solutions to help clients achieve their financial goals. The BOA will engage in various responsibilities, including participating in the annual business planning process, assisting in the development of strategies for the upcoming year, and driving marketing activities such as planning and executing events. The role also involves active listening to clients to identify situations that may indicate a need for additional services. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The BOA will receive comprehensive training and support from experienced peers and a wide network within the company, ensuring they have the resources needed to succeed in their role. This position is ideal for individuals who are looking for a fulfilling career in a supportive environment. Edward Jones is committed to recognizing individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for employees and their families. Full-time associates enjoy 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.