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
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.