Branch Office Administrator

About the Role

Edward Jones is a financial services firm seeking a Branch Office Administrator (BOA) to provide administrative support to financial advisors and help clients achieve their long-term financial goals. The BOA is a valued part of the client support team.

Role Summary

As a Branch Office Administrator, you will be a vital part of the team, providing seamless support to clients. Your key responsibilities will include supporting client accounts, facilitating communication, and ensuring a positive client experience.

Training and Support

• Comprehensive training, including mentorship from an experienced peer.
• A wide support network extending from the branch office to the region and home office.

Key Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities, such as planning and executing events.
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional client experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Learn and understand the financial services industry.
• Handle account opening, account transfers, and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Work independently at the direction of the financial advisor.
• Handle various administrative tasks, including scheduling appointments and preparing materials for client meetings.
• Manage correspondence and support marketing initiatives.
• Streamline processes by updating SOPs and strategically executing on the branch business plan.

Requirements & Tech Stack

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Strong computer literacy with a willingness to learn new technology and programs.
• Familiarity with MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Qualifications

• Aptitude to learn and understand the financial services industry.

Edward Jones is an inclusive organization that attracts, develops, and inspires performance excellence. People are at the center of our partnership, and associates are seen, heard, respected, and supported.