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Edward Jones - Overview of BOA Position

Part administrative, part client development, part client service: The branch office administrator (BOA) position requires that you possess the following core competencies:

  • Exceptional client service abilities
  • Critical thinking capabilities
  • Strong initiative
  • Effective written and verbal communication skills
  • The aptitude to learn and understand the financial services industry
About the Opportunity This position is ideal for a well-organized person who enjoys multi-tasking and working with technology and people. Daily office administration duties include overseeing appointment setting and schedules, and processing deposits and transactions. Edward Jones Financial Advisors are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the BOA. When clients have questions, the Financial Advisor will often depend on the BOA to provide a timely response. An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the Financial Advisor's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars,

and makes follow-up phone calls to set or confirm appointments. The BOA also helps the Financial Advisor deepen existing client relationships by preparing a variety of reports for scheduled appointments and scheduling systematic contact activities.

To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. While not required, experienced BOAs often volunteer for a program such as mentoring, BOA meeting planning or presentations. They help with an occasional branch visit, workshop or special project.

Certain BOAs will also have the opportunity to play a larger role in their region if their Financial Advisor holds one of the key leadership positions. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a Financial Advisor trainee for several weeks. In this case, the BOA can be called upon to help the new Financial Advisors become familiar with processing systems and office record keeping.

All of these activities are performed during normal office hours.

Category: Advisor

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