Edward Jones - Saint Paul, MN
posted 4 months ago
At Edward Jones, we are looking for a Part-Time 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 potential financial challenges before they arise. This proactive approach is vital in assisting clients in achieving their long-term financial goals. In this role, you will collaborate closely with financial advisors, contributing to the annual business planning process and helping to develop strategies for the upcoming year. You will also be responsible for delivering exceptional personalized service, ensuring that clients feel understood and informed. Your ability to actively listen for situations in clients' lives that may indicate a need for additional services will be key to your success. Additionally, you will drive marketing activities, including planning and executing events to engage clients and prospects. Edward Jones is committed to providing a supportive environment for our BOAs. You will receive comprehensive training over six months, including mentorship from an experienced peer. Our extensive support network will ensure you have the resources you need to succeed, even as you work independently. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each individual. Our rewards program recognizes individual efforts and promotes long-term career growth, financial security, and overall well-being for you and your family.