Edward Jones - Conroe, TX
posted 3 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to provide exceptional service to our clients, ensuring they feel understood and informed. 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 anticipate their needs. This role is not just about administrative tasks; it involves actively engaging with clients to help them identify their financial goals and challenges, and working closely with the financial advisor to develop strategies that align with those goals. In this position, you will also participate in the annual business planning process, contributing to the development of strategies for the upcoming year. Your ability to listen actively will be vital in recognizing situations in clients' lives that may indicate a need for additional services. Additionally, you will drive marketing activities, including planning and executing events to enhance client engagement. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program that includes mentorship from an experienced peer. You will have access to a wide support network that extends from your branch office to the home office, ensuring you have the resources you need to succeed. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each team member. Our inclusive environment encourages diverse viewpoints, which we believe are essential for achieving results. We recognize individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family.