Edward Jones - Prairie Village, KS
posted 3 months ago
At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the branch team, which typically consists of two or three members, including a financial advisor. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and establishing strong relationships with clients. This position requires a proactive approach to understanding clients' needs, anticipating potential issues, and providing exceptional personalized service. The BOA collaborates closely with the financial advisor to help clients achieve their long-term financial goals, ensuring they feel understood and informed throughout their journey. The role involves various responsibilities, including participating in the annual business planning process, where the BOA assists in developing strategies for the upcoming year. Additionally, the BOA is expected to actively listen for life events that may indicate a need for additional services, thereby enhancing the client experience. Marketing activities, such as planning and executing events, are also part of the BOA's duties, contributing to the overall growth and success of the branch. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each team member. The company provides comprehensive training over six months, including mentorship from experienced peers, and offers a wide support network that extends from the branch office to the home office. This inclusive environment fosters respect for diverse viewpoints, which are essential for achieving results. The BOA's efforts are recognized through a rewards program that promotes long-term career growth, financial security, and overall well-being for employees and their families.