Lowe joins Edward Jones services

Jennifer Lowe recently joined the local office of the financial-services firm Edward Jones as a branch office administrator (BOA) trainee. Lowe joins Tedena Tucker, a BOA in the office for 17 years.

The title of branch office administrator was adopted for this position at Edward Jones because of the wide range of responsibilities associated with the job.

"A BOA is not only responsible for the daily operation of the branch, but also must provide top-level client service and marketing support for my activities," said Richard Goldston, local financial advisor for the firm.

On a given day, Jennifer's activities could include processing client trade transactions, providing clients with receipts for money and securities, and assisting in the planning of seminars and special promotions," Goldston explained.

Lowe must successfully complete the firm's in-depth training program within six months in order to graduate from the trainee designation into the position of BOA The program consists of online modules that are grouped into study weeks. Each study week ends with a test; there are also mid-term and final exams.

Goldston said he was impressed not only with Lowe's office skills and efficiency, but also with her knowledge of the community. "I know she will be a terrific asset to our team as we strive to provide our clients unparalleled personal service," he added.

Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 10,000-plus financial advisors work. directly with more than 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment strategies that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

Edward Jones is headquartered in St. Louis. The Edward Jones interactive Web site at www.edwardjones.com, and its recruiting Web site is www.careers.edwardjones.com.