Branch Office Administrator

About the Role

Edward Jones is a financial services firm where people come first. As a Branch Office Administrator (BOA), you will team up with financial advisors to help clients achieve their long-term financial goals. Your primary role is to provide administrative support to a financial advisor or a team of multiple financial advisors.

Key Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listening for situations in clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.
• Providing administrative support to financial advisors.
• Supporting client accounts, facilitating communication, and ensuring a positive client experience.
• Providing exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Responding to inquiries and resolving issues to ensure an exceptional client experience.
• Developing and maintaining strong relationships with clients, referral sources, and internal client support team members.
• Handling account opening, account transfers, and other requests at the direction of the financial advisor.
• Processing account transactions, preparing documentation, and maintaining accurate client records.
• Handling various administrative tasks, including scheduling appointments and preparing materials for client meetings.
• Managing correspondence and supporting marketing initiatives.
• Streamlining processes with 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 willingness to learn new technology and programs.
• MoneyGuide
• Salesforce
• Microsoft Office products
• Other firm-provided software.

Qualifications

• Aptitude to learn and understand the financial services industry.
• Strong ability to work independently at the direction of the financial advisor.