Edward Jones - Boerne, TX
posted 3 months ago
At Edward Jones, the Branch Office Administrator (BOA) plays a vital 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 relationship builder, problem solver, and critical thinker who can anticipate client needs and proactively address them. The BOA is not only involved in day-to-day operations but also takes an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. The BOA will engage in various marketing activities, including planning and executing events to promote the branch's services. This role is supported by a comprehensive 6-month training program, which includes mentorship from experienced peers and a wide support network that extends from the branch office to the home office. The culture at Edward Jones emphasizes continuous improvement and professional development, valuing the unique contributions of each team member. The BOA is recognized for their individual efforts through a rewards program that promotes long-term career growth and financial security for themselves and their families.