{"id":14937,"date":"2020-11-02T18:48:56","date_gmt":"2020-11-02T18:48:56","guid":{"rendered":"http:\/\/edwardjones-r2.qa.wp.findly.com\/?page_id=14937\/"},"modified":"2024-03-04T09:24:26","modified_gmt":"2024-03-04T09:24:26","slug":"training","status":"publish","type":"page","link":"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/career-areas\/branch-support\/training\/","title":{"rendered":"Training"},"content":{"rendered":"<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_1' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  breadcrumb-section minht0 pb40 container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14937'><div class='entry-content-wrapper clearfix'>\n<section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock '   itemprop=\"text\" ><div class=\"breadcrumb breadcrumbs avia-breadcrumbs\"><div class=\"breadcrumb-trail\" ><a href=\"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/\" title=\"Edward Jones\" rel=\"home\" class=\"trail-begin\">Home<\/a><\/div><\/div>\n<\/div><\/section>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_2' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  left-text-right-image reverse-col small-image pb90 container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14937'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-equal-height-column-flextable' ><div class=\"flex_column av_one_half  no_margin flex_column_table_cell av-equal-height-column av-align-middle av-zero-column-padding first  l-text \" style='background-color:#f1f3f4; border-radius:0px; '><section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock '   itemprop=\"text\" ><h1>Collaborative. Supportive. And dedicated to you.<\/h1>\n<p>As a new branch office administrator (BOA), you are part of our client-first branch team business model. You are critical to the success of the branch \u2013 so your training is critical to us.<\/p>\n<\/div><\/section><\/div><div class=\"flex_column av_one_half  no_margin flex_column_table_cell av-equal-height-column av-align-middle av-zero-column-padding   r-img \" style='border-radius:0px; '><div class='avia-image-container  av-styling-    avia-align-right '  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\"  ><div class='avia-image-container-inner'><img class='avia_image ' src='https:\/\/edwardjones.cert.xcc.smashfly.io\/wp-content\/uploads\/sites\/1392\/2020\/11\/image-15.jpg' alt='Couple standing behind lobby desk talking to attendant' title=''   itemprop=\"contentURL\"  \/><\/div><\/div><\/div><\/div><!--close column table wrapper. Autoclose:  -->\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_3' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  pb120 search-widget-vertical-container container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14937'><div class='entry-content-wrapper clearfix'>\n<div class=\"flex_column av_three_fourth  flex_column_div av-zero-column-padding first  h2fs32 h3fs20 \" style='border-radius:0px; '><section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock '   itemprop=\"text\" ><h2 class=\"pb20\">Your Branch Office Support trainee program is built on three pillars:<\/h2>\n<ol class=\"pb20 m0\">\n<li class=\"mb20\">We assign you a Branch Team Trainer from headquarters who will assist you and your financial advisor with your initial training.<\/li>\n<li class=\"mb20\">We assign you a mentor \u2013 another BOA in your region \u2013 who will share his or her experience and help you get acclimated to your new career, the firm and all things Branch Support.<\/li>\n<li class=\"mb20\">We assign you learning plans, including online courses, activities and knowledge checks \u2013 spreading your training throughout six months.<\/li>\n<\/ol>\n<p>Beyond your formal training, you can count on the collaboration of your fellow BOAs throughout the region \u2013 a bigger team working across branches for collective success. And your support from headquarters extends from associates in every division and department \u2013 ready to help and just a phone call away.<\/p>\n<\/div><\/section><\/div><div class=\"flex_column av_one_fourth  flex_column_div av-zero-column-padding   search-widget search-widget-vertical \" style='background-color:#fde57f; border-radius:0px; '><div class='avia-builder-widget-area clearfix '><div id=\"widget_job_search_v2-6\" class=\"widget clearfix widget-jobsearch widget-jobsearch-v2\"><form method=\"GET\" id=\"cws_quickjobsearch\" role=\"search\" class=\"clearfix g-cols offset_medium\" action=\"\/en-CA\/job-search-results\/\"><div class=\"quicksearch-title first avia-builder-el-first flex_column av_one_fourth\"><h2 class=\"widgettitle cws-widgetitle\">Search Jobs by Keyword:<\/h2><\/div><div class=\"quicksearch-field quicksearch-SearchText  flex_column av_one_fourth horizontal\"><div class=\"w-form-row\"><div class=\"w-form-row-label\"><label for=\"cws_quickjobsearch_keywords\">Keyword<\/label><\/div><div class=\"w-form-row-field\"><input type=\"text\" class=\"text_input keyword_suggest\" name=\"keyword\" id=\"cws_quickjobsearch_keywords\" data-autocomplete_limit=\"5\" data-param=\"SearchText\" aria-describedby=\"keyword-help\" value=\"\" \/><span id=\"keyword-help\" class=\"visually-hidden sr-only\" aria-live=\"polite\">Begin typing to find suggestions.<\/span><span class=\"w-form-row-field-bar\"><\/span><\/div><input type=\"hidden\" name=\"fuzzy\" id=\"cws_quickjobsearch_fuzzy\" data-param=\"fuzzy\" value=\"\" \/><\/div><\/div><div class=\"quicksearch-field quicksearch-coordinates_and_units  flex_column av_one_fourth horizontal\"><div class=\"w-form-row-label\"><label for=\"cws_quickjobsearch_location\">Location<\/label><\/div><div class=\"location-wrapper location-wrapper \"><input type=\"text\"  class=\"text_input loc_auto\" name=\"location\" id=\"cws_quickjobsearch_location\" placeholder=\"\" data-param=\"Location\" value=\"\" aria-describedby=\"cws_quickjobsearch_location-description\" \/><span id=\"cws_quickjobsearch_location-description\" style=\"display:none;\">Start typing a location to get suggestions, then press the down arrow to select one.<\/span><span id=\"cws_quickjobsearch_location_error\" style=\"display:none;\" class=\"location_error\">*Please select location from the dropdown<\/span><\/div><input type=\"hidden\" name=\"latitude\" id=\"cws_quickjobsearch_latitude\" data-param=\"latitude\" value=\"\" \/><input type=\"hidden\" name=\"longitude\" id=\"cws_quickjobsearch_longitude\" data-param=\"longitude\" value=\"\" \/><input type=\"hidden\" name=\"state\" id=\"cws_quickjobsearch_state\" data-param=\"facet\" data-facet=\"primary_state\" value=\"\" \/><input type=\"hidden\" name=\"country\" id=\"cws_quickjobsearch_country\" data-param=\"facet\" data-facet=\"primary_country\" value=\"\" \/><input type=\"hidden\" name=\"radius\" id=\"cws_quickjobsearch_radius\" value=\"25\" \/><input type=\"hidden\" name=\"statewide\" id=\"cws_quickjobsearch_statewide\" value=\"\" \/><input type=\"hidden\" name=\"nationwide\" id=\"cws_quickjobsearch_nationwide\" value=\"\" \/><\/div><div class=\"quicksearch-btn avia-builder-el-last flex_column av_one_fourth\"><input class=\"avia-button avia-color-theme-color avia-size-small quicksearch-submit\" type=\"submit\" value=\"Search Jobs\" \/><\/div><\/form><\/div><\/div><\/div>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  ejd-efa-category pt90 pb90 ejd-video-section container_wrap fullsize' style = 'background-color: #f1f3f4; background-color: #f1f3f4; '  ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14937'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-equal-height-column-flextable' ><div class=\"flex_column av_two_fifth  flex_column_table_cell av-equal-height-column av-align-middle av-zero-column-padding first   \" style='border-radius:0px; '><section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock '   itemprop=\"text\" ><h2>Come as you are \u2013 we&#8217;ll teach you everything you need to know.<\/h2>\n<p>Watch this short video to hear about the variety of training and development specifically for Branch Office Administrators at Edward Jones.<\/p>\n<p><a href=\"#transcript-popup\" id=\"view-transcript\">Read the transcript or view the audio described video.<\/a><\/p>\n<\/div><\/section><br \/>\n<section class=\"avia_codeblock_section avia_code_block_0\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_codeblock '  itemprop=\"text\" > [avia_codeblock_placeholder uid=\"0\"] <\/div><\/section><\/p><\/div><div class='av-flex-placeholder'><\/div><div class=\"flex_column av_three_fifth  flex_column_table_cell av-equal-height-column av-align-middle av-zero-column-padding   \" style='border-radius:0px; '><section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock '   itemprop=\"text\" ><div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"National FA Video\" src=\"https:\/\/player.vimeo.com\/video\/442433965?color=ffc001&amp;title=0&amp;byline=0&amp;portrait=0\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><\/p>\n<\/div><\/section><\/div><\/div><!--close column table wrapper. Autoclose:  --><\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_5' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  pb120 search-widget-vertical-container pt130 container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14937'><div class='entry-content-wrapper clearfix'>\n<div class=\"flex_column av_three_fourth  flex_column_div av-zero-column-padding first  h2fs32 h3fs20 \" style='border-radius:0px; '><section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock locations-list'   itemprop=\"text\" ><h2 class=\"pb20\">Branch Office Support Role<\/h2>\n<h3>Client relationship extraordinaire.<\/h3>\n<p>Often times the branch office administrator (BOA) has the most personal contact with the client. The BOA\u2019s role in strengthening the branch team-client relationship requires flexibility, creativity, the ability to work independently \u2013 and these core competencies:<\/p>\n<ul class=\"pb20\">\n<li>Exceptional client service abilities<\/li>\n<li>Critical thinking capabilities<\/li>\n<li>Strong initiative<\/li>\n<li>Effective written and verbal communication skills<\/li>\n<li>The aptitude to learn and understand the financial services industry<\/li>\n<\/ul>\n<p class=\"pb20\">Office operations? Client relationships? Business development? The BOA is all three.<\/p>\n<p><a href=\"\/en-CA\/job-search-results\/?category=Branch%20Office%20Support&amp;location=Canada&amp;country=CA&amp;radius=25&amp;units=km\" class=\"edj-btn wid500\">Search Branch Office Support Roles<\/a><\/p>\n<h3 class=\"pt20\">Office operations<\/h3>\n<p>Daily office operations includes overseeing appointment setting and schedules, and processing deposits and transactions. Ideal for a well-organized person who enjoys multi-tasking and working with technology and people.<\/p>\n<h3>Client Relationships<\/h3>\n<p>Job one for our financial advisors is building authentic, one-on-one relationships with our clients \u2013 and the BOA is their key partner in doing that. The BOA is typically the voice clients hear when they call on the phone and the first face they see when they walk in the door. They\u2019re often first to hear of major life events, such as weddings, family loss and births. New jobs and retirement plans. When clients have questions, the financial advisor depends on the BOA to offer a timely response. Accessible, personable, empowered. That\u2019s the BOA role.<\/p>\n<h3>Business Development<\/h3>\n<p>An effective marketing communications program is only as strong as the person who implements it daily. Based on the branch team&#8217;s established processes, 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 reports for scheduled appointments and scheduling systematic contact activities.<\/p>\n<h3>Supporting the region and the firm<\/h3>\n<p>To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. Experienced BOAs often dedicate time for programs such as mentoring, BOA meeting planning, region recruiting or solutions systems advocates. Even helping with an occasional branch visit, workshop or special project.<\/p>\n<p>Some BOAs also have the opportunity to play a larger role in their region if their financial advisor holds a key leadership position. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a financial advisor trainee for several weeks, requiring the BOA to help the new financial advisor become familiar with processing systems and office record keeping.<\/p>\n<\/div><\/section><\/div><div class=\"flex_column av_one_fourth  flex_column_div av-zero-column-padding   search-widget search-widget-vertical \" style='border-radius:0px; '><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":423,"featured_media":0,"parent":9802,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pgc_meta":"","footnotes":""},"persona":[],"class_list":["post-14937","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.8 (Yoast SEO v22.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Training for branch office administrators | Edward Jones<\/title>\n<meta name=\"description\" content=\"Branch office administrator training is extensive and collaborative, including a mentor in your region and headquarters support. 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