Edward Jones - Alameda, CA
posted 2 months ago
At Edward Jones, we are looking for a Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, 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 understand their needs. Your primary responsibility will be to get to know your clients well enough to anticipate their needs and help them identify their financial goals. This role is not just about administrative tasks; it is about being a proactive partner in helping clients achieve their long-term financial aspirations. The BOA will work closely with financial advisors to deliver exceptional personalized service, ensuring that clients feel understood and informed. You will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. This includes actively listening for situations in clients' lives that may indicate a need for additional services and driving marketing activities, such as planning and executing events. Edward Jones prides itself on fostering a culture of continuous improvement and professional development. We provide comprehensive training over six months, including mentorship from experienced peers, and a wide support network that extends from your branch office to the home office. We value diverse viewpoints and recognize individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family. Our commitment to our associates is reflected in our inclusive environment, where everyone's contributions are valued, and we strive to create a workplace where everyone feels they belong.