Sr BOA

Edward Jones • Deer Park, TX

322d • $23 - $25

About The Position

The Senior Branch Office Administrator (Sr. BOA) role at Edward Jones is a fulfilling opportunity for those who excel in relationship building, problem solving, and critical thinking. As a Sr. BOA, you will work closely with Financial Advisors to help clients achieve their long-term financial goals. You will be the first point of contact for clients, both over the phone and in person, and your primary responsibility will be to understand their needs and anticipate potential issues. This role is integral to the success of the branch team, which typically consists of two or three members. The position requires a commitment to delivering exceptional personalized service and actively participating in the annual business planning process.

Requirements

• Strong relationship-building skills.
• Problem-solving abilities.
• Critical thinking skills.
• Ability to work independently while being part of a larger team.

Nice To Haves

• Experience in client support or financial services.
• Background in marketing or event planning.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Benefits

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits such as accident, hospital indemnity, and critical illness.
• Short- and long-term disability coverage at no cost.
• Basic life and AD&D coverage at no cost.
• 401k retirement plan.
• Health savings account and flexible spending account.
• Ten paid holidays and 15 days of vacation for new associates.
• Sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities