Edward Jones - Frisco, TX
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 help clients achieve their long-term financial goals. As the first point of contact for clients, the BOA is responsible for delivering exceptional personalized service, ensuring that clients feel understood and informed. This position requires a proactive approach to client interactions, where the BOA not only addresses current client needs but also anticipates future requirements by actively listening for situations in clients' lives that may indicate a need for additional services. The BOA is also involved in the annual business planning process, assisting in the development of strategies for the upcoming year. This role includes driving marketing activities, such as planning and executing events to enhance client engagement and satisfaction. The BOA is supported by a comprehensive training program that lasts six months, which includes mentorship from experienced peers and a wide support network that extends from the branch office to the home office. Edward Jones fosters a culture of continuous improvement and professional development, valuing the unique contributions of each individual. The company recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for employees and their families. The BOA position is ideal for those who are relationship builders, problem solvers, and critical thinkers, looking for a fulfilling career in a supportive environment.