Edward Jones - Great Bend, KS
posted about 2 months ago
At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the success of our branch teams, which typically consist 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 is not just about administrative tasks; it involves understanding clients' needs and proactively identifying potential issues before they arise. The BOA collaborates closely with the financial advisor to help clients achieve their long-term financial goals, ensuring that they feel understood and informed throughout their journey. The BOA is expected to deliver exceptional personalized service, actively listen to clients, and participate in the annual business planning process. This includes assisting in developing strategies for the upcoming year and driving marketing activities, such as planning and executing events. The role requires a strong ability to work independently while being supported by a vast network that extends from the branch office to the home office. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each individual. In this part-time position, the BOA will receive comprehensive training over six months, including mentorship from an experienced peer. The company recognizes individual efforts through a rewards program that promotes long-term career growth and financial security for associates and their families. While part-time associates can earn certain benefits upon meeting minimum hour requirements, full-time associates enjoy a comprehensive compensation package that includes bonus potential, profit sharing, a 401k plan, and competitive health benefits. Edward Jones is committed to creating an inclusive environment where diverse viewpoints are valued, contributing to the overall success of the firm and the well-being of its clients and communities.