{"id":14937,"date":"2020-11-02T18:48:56","date_gmt":"2020-11-02T18:48:56","guid":{"rendered":"http:\/\/edwardjones-r2.site.findly.com\/?page_id=14937\/"},"modified":"2025-01-16T09:17:04","modified_gmt":"2025-01-16T09:17:04","slug":"training","status":"publish","type":"page","link":"https:\/\/edwardjones.site.findly.com\/en-CA\/career-areas\/branch-support\/training\/","title":{"rendered":"Training"},"content":{"rendered":"<p>[av_section min_height=&#8221; min_height_px=&#8217;60px&#8217; padding=&#8217;no-padding&#8217; shadow=&#8217;no-border-styling&#8217; bottom_border=&#8217;no-border-styling&#8217; bottom_border_diagonal_color=&#8217;#333333&#8242; bottom_border_diagonal_direction=&#8221; bottom_border_style=&#8221; id=&#8221; color=&#8217;main_color&#8217; custom_bg=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; attach=&#8217;scroll&#8217; position=&#8217;top left&#8217; repeat=&#8217;no-repeat&#8217; video=&#8221; video_ratio=&#8217;16:9&#8242; overlay_opacity=&#8217;0.5&#8242; overlay_color=&#8221; overlay_pattern=&#8221; overlay_custom_pattern=&#8221; custom_class=&#8217;breadcrumb-section minht0 pb40&#8242;]<br \/>\n[av_textblock size=&#8221; font_color=&#8221; color=&#8221; custom_class=&#8221;]<br \/>\n[cws_bread_crumb separator=&gt;]<br \/>\n[\/av_textblock]<br \/>\n[\/av_section]<\/p>\n<p>[av_section min_height=&#8221; min_height_px=&#8217;500px&#8217; padding=&#8217;no-padding&#8217; shadow=&#8217;no-border-styling&#8217; bottom_border=&#8217;no-border-styling&#8217; bottom_border_diagonal_color=&#8217;#333333&#8242; bottom_border_diagonal_direction=&#8221; bottom_border_style=&#8221; id=&#8221; color=&#8217;main_color&#8217; custom_bg=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; attach=&#8217;scroll&#8217; position=&#8217;top left&#8217; repeat=&#8217;no-repeat&#8217; video=&#8221; video_ratio=&#8217;16:9&#8242; overlay_opacity=&#8217;0.5&#8242; overlay_color=&#8221; overlay_pattern=&#8221; overlay_custom_pattern=&#8221; custom_class=&#8217;left-text-right-image reverse-col small-image pb90&#8242;]<br \/>\n[av_one_half first min_height=&#8217;av-equal-height-column&#8217; vertical_alignment=&#8217;av-align-middle&#8217; space=&#8217;no_margin&#8217; margin=&#8217;0px&#8217; margin_sync=&#8217;true&#8217; padding=&#8217;0px&#8217; padding_sync=&#8217;true&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; radius_sync=&#8217;true&#8217; background_color=&#8217;#f1f3f4&#8242; src=&#8221; attachment=&#8221; attachment_size=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221; custom_class=&#8217;l-text&#8217;]<\/p>\n<p>[av_textblock size=&#8221; font_color=&#8221; color=&#8221; custom_class=&#8221;]<\/p>\n<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.<br \/>\n[\/av_textblock]<\/p>\n<p>[\/av_one_half][av_one_half min_height=&#8221; vertical_alignment=&#8217;av-align-top&#8217; space=&#8221; margin=&#8217;0px&#8217; margin_sync=&#8217;true&#8217; padding=&#8217;0px&#8217; padding_sync=&#8217;true&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; radius_sync=&#8217;true&#8217; background_color=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221; custom_class=&#8217;r-img&#8217;]<\/p>\n<p>[av_image src=&#8217;\/wp-content\/uploads\/sites\/1392\/2020\/11\/image-15.jpg&#8217; attachment=&#8217;14938&#8242; attachment_size=&#8217;full&#8217; align=&#8217;right&#8217; styling=&#8221; hover=&#8221; link=&#8221; target=&#8221; caption=&#8221; font_size=&#8221; appearance=&#8221; overlay_opacity=&#8217;0.4&#8242; overlay_color=&#8217;#000000&#8242; overlay_text_color=&#8217;#ffffff&#8217; animation=&#8217;no-animation&#8217; custom_class=&#8221;][\/av_image]<\/p>\n<p>[\/av_one_half]<br \/>\n[\/av_section]<\/p>\n<p>[av_section min_height=&#8221; min_height_px=&#8217;500px&#8217; padding=&#8217;no-padding&#8217; shadow=&#8217;no-border-styling&#8217; bottom_border=&#8217;no-border-styling&#8217; bottom_border_diagonal_color=&#8217;#333333&#8242; bottom_border_diagonal_direction=&#8221; bottom_border_style=&#8221; id=&#8221; color=&#8217;main_color&#8217; custom_bg=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; attach=&#8217;scroll&#8217; position=&#8217;top left&#8217; repeat=&#8217;no-repeat&#8217; video=&#8221; video_ratio=&#8217;16:9&#8242; overlay_opacity=&#8217;0.5&#8242; overlay_color=&#8221; overlay_pattern=&#8221; overlay_custom_pattern=&#8221; custom_class=&#8217;pb120 search-widget-vertical-container&#8217;]<br \/>\n[av_three_fourth first min_height=&#8221; vertical_alignment=&#8217;av-align-top&#8217; space=&#8221; margin=&#8217;0px&#8217; margin_sync=&#8217;true&#8217; padding=&#8217;0px&#8217; padding_sync=&#8217;true&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; radius_sync=&#8217;true&#8217; background_color=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221; custom_class=&#8217;h2fs32 h3fs20&#8242;]<\/p>\n<p>[av_textblock size=&#8221; font_color=&#8221; color=&#8221; custom_class=&#8221;]<\/p>\n<h2 class=\"pb20\">Your Client Support Team 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.<br \/>\n[\/av_textblock]<\/p>\n<p>[\/av_three_fourth][av_one_fourth min_height=&#8221; vertical_alignment=&#8217;av-align-top&#8217; space=&#8221; margin=&#8217;0px&#8217; margin_sync=&#8217;true&#8217; padding=&#8217;0px&#8217; padding_sync=&#8217;true&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; radius_sync=&#8217;true&#8217; background_color=&#8217;#fde57f&#8217; src=&#8221; attachment=&#8221; attachment_size=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221; custom_class=&#8217;search-widget search-widget-vertical&#8217;]<\/p>\n<p>[av_sidebar widget_area=&#8217;Home &#8211; Canada Under banner Job Search Widget &#8216;]<\/p>\n<p>[\/av_one_fourth]<br \/>\n[\/av_section]<\/p>\n<p>[av_section min_height=&#8221; min_height_px=&#8217;500px&#8217; padding=&#8217;no-padding&#8217; shadow=&#8217;no-border-styling&#8217; bottom_border=&#8217;no-border-styling&#8217; bottom_border_diagonal_color=&#8217;#333333&#8242; bottom_border_diagonal_direction=&#8221; bottom_border_style=&#8221; id=&#8221; color=&#8217;main_color&#8217; custom_bg=&#8217;#f1f3f4&#8242; src=&#8221; attachment=&#8221; attachment_size=&#8221; attach=&#8217;scroll&#8217; position=&#8217;top left&#8217; repeat=&#8217;no-repeat&#8217; video=&#8221; video_ratio=&#8217;16:9&#8242; overlay_opacity=&#8217;0.5&#8242; overlay_color=&#8221; overlay_pattern=&#8221; overlay_custom_pattern=&#8221; custom_class=&#8217;ejd-efa-category pt90 pb90 ejd-video-section&#8217;]<br \/>\n[av_two_fifth first min_height=&#8217;av-equal-height-column&#8217; vertical_alignment=&#8217;av-align-middle&#8217; space=&#8221; margin=&#8217;0px&#8217; margin_sync=&#8217;true&#8217; padding=&#8217;0px&#8217; padding_sync=&#8217;true&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; radius_sync=&#8217;true&#8217; background_color=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221; custom_class=&#8221;]<\/p>\n<p>[av_textblock size=&#8221; font_color=&#8221; color=&#8221; custom_class=&#8221;]<\/p>\n<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><br \/>\n[\/av_textblock]<\/p>\n<p>[av_codeblock wrapper_element=&#8221; wrapper_element_attributes=&#8221; custom_class=&#8221;]<br \/>\n<!-- Modal --><\/p>\n<div id=\"transcript-popup\" class=\"white-popup mfp-hide transcript-modal\">\n<div class=\"modal-dialog\" role=\"document\">\n<div class=\"modal-content\">\n<div class=\"modal-header\"><button type=\"button\" class=\"mfp-close top-close\">X<\/button><\/p>\n<h1 id=\"modal-title\"><span>Video Transcript<\/span> Come as you are \u2013 Come as you are \u2013 we\u2019ll teach you everything you need to know.<\/h1>\n<\/div>\n<div class=\"modal-body\">\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Come as you are \u2013 we\u2019ll teach you everything you need to know.\" src=\"https:\/\/player.vimeo.com\/video\/473456491?color=ffc001&amp;title=0&amp;byline=0&amp;portrait=0\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><\/p>\n<h2>Video Transcript<\/h2>\n<p>[Music Playing]<\/p>\n<p>[Text] Come As You Are. We\u2019ll Teach You Everything You Need To Know.<\/p>\n<p>[Text] Joe Hollar \u2013 Sr. BOA<\/p>\n<p>[Joe] The good thing about Edward Jones is their training is highly rated. And when you join, they give you a mentor, someone to help you through the process. They give you training in the office through the learning site. They will contact you on a regular basis to check in, to see how you\u2019re doing, what questions you have. And anytime you\u2019re feeling unsure or overwhelmed, you can certainly reach out to them and they\u2019ll be there to help you.<\/p>\n<p>[Text] Simona Bolton \u2013 Sr. BOA<\/p>\n<p>[Simona] We\u2019re constantly learning. And if we want to take it upon ourselves to do more research, there\u2019s a whole learning library of what we wanna do.<\/p>\n<p>[Joe] Other BOAs in the region are great to work with. They\u2019re very supportive. They\u2019re always willing to help. You can pick up the phone and call them.<\/p>\n<p>[Simona] I think when you first start, there is a sense of being a little bit overwhelmed. I think that\u2019s with any job, but the great thing about Jones is that they give you the tools to be able to be successful. There is an absolute sense of partnership, and feeling like I am truly part of this firm and part of my clients, and I\u2019m gonna do my very best to continue to develop myself, develop my clients, develop my financial advisor, and be there for the firm.<\/p>\n<p>[Logo] Edward Jones<\/p>\n<p>[Text] Copyright 2020 Edward D. Jones &amp; Co., L.P. All rights reserved. Member \u2013 Canadian Investor Protection Fund<\/p>\n<p>[Music Playing]<\/p>\n<\/div>\n<div class=\"modal-footer\"><button type=\"button\" class=\"mfp-close bottom-close\">Close Transcript<\/button><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/av_codeblock]<\/p>\n<p>[\/av_two_fifth][av_three_fifth min_height=&#8221; vertical_alignment=&#8221; space=&#8221; custom_margin=&#8221; margin=&#8217;0px&#8217; padding=&#8217;0px&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; background_color=&#8221; src=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221;]<\/p>\n<p>[av_textblock size=&#8221; font_color=&#8221; color=&#8221; custom_class=&#8221;]<\/p>\n<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><br \/>\n[\/av_textblock]<\/p>\n<p>[\/av_three_fifth]<br \/>\n[\/av_section]<\/p>\n<p>[av_section min_height=&#8221; min_height_px=&#8217;500px&#8217; padding=&#8217;no-padding&#8217; shadow=&#8217;no-border-styling&#8217; bottom_border=&#8217;no-border-styling&#8217; bottom_border_diagonal_color=&#8217;#333333&#8242; bottom_border_diagonal_direction=&#8221; bottom_border_style=&#8221; id=&#8221; color=&#8217;main_color&#8217; custom_bg=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; attach=&#8217;scroll&#8217; position=&#8217;top left&#8217; repeat=&#8217;no-repeat&#8217; video=&#8221; video_ratio=&#8217;16:9&#8242; overlay_opacity=&#8217;0.5&#8242; overlay_color=&#8221; overlay_pattern=&#8221; overlay_custom_pattern=&#8221; custom_class=&#8217;pb120 search-widget-vertical-container pt130&#8242;]<\/p>\n<p>[av_three_fourth first min_height=&#8221; vertical_alignment=&#8217;av-align-top&#8217; space=&#8221; margin=&#8217;0px&#8217; margin_sync=&#8217;true&#8217; padding=&#8217;0px&#8217; padding_sync=&#8217;true&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; radius_sync=&#8217;true&#8217; background_color=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221; custom_class=&#8217;h2fs32 h3fs20&#8242;]<\/p>\n<p>[av_textblock size=&#8221; font_color=&#8221; color=&#8221; custom_class=&#8217;locations-list&#8217;]<\/p>\n<h2 class=\"pb20\">Client Support Team 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=Client%20Support%20Team&amp;location=Canada&amp;country=CA&amp;radius=25&amp;units=km\" class=\"edj-btn wid500\">Search Client Support Team 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.<br \/>\n[\/av_textblock]<\/p>\n<p>[\/av_three_fourth][av_one_fourth min_height=&#8221; vertical_alignment=&#8217;av-align-top&#8217; space=&#8221; margin=&#8217;0px&#8217; margin_sync=&#8217;true&#8217; padding=&#8217;0px&#8217; padding_sync=&#8217;true&#8217; border=&#8221; border_color=&#8221; radius=&#8217;0px&#8217; radius_sync=&#8217;true&#8217; background_color=&#8221; src=&#8221; attachment=&#8221; attachment_size=&#8221; background_position=&#8217;top left&#8217; background_repeat=&#8217;no-repeat&#8217; animation=&#8221; mobile_display=&#8221; custom_class=&#8217;search-widget search-widget-vertical&#8217;]<\/p>\n<p>[\/av_one_fourth][\/av_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[av_section min_height=&#8221; min_height_px=&#8217;60px&#8217; padding=&#8217;no-padding&#8217; shadow=&#8217;no-border-styling&#8217; bottom_border=&#8217;no-border-styling&#8217; bottom_border_diagonal_color=&#8217;#333333&#8242; bottom_border_diagonal_direction=&#8221; bottom_border_style=&#8221; id=&#8221;<\/p>\n","protected":false},"author":423,"featured_media":0,"parent":42687,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"_acf_changed":false,"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 v23.0 (Yoast SEO v23.0) - 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. Experience our unmatched support.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/careers.edwardjones.com\/en-CA\/career-areas\/branch-support\/training\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Training\" \/>\n<meta property=\"og:description\" content=\"Branch office administrator training is extensive and collaborative, including a mentor in your region and headquarters support. 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