Branch Office Administrator
Edward Jones
Fowlerville, MIFresher1h agovia LinkedIn
About the Role
Edward Jones is a Fortune 500 company focused on financial services, where people are prioritized. As a Branch Office Administrator (BOA), you will team up with financial advisors to support clients in achieving their long-term financial goals. The primary role is to provide administrative support to a financial advisor or a team of financial advisors, ensuring a positive client experience and seamless support.
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 for the upcoming year.
- 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 client service via inbound and outbound calls, email, and in-person interactions.
- Respond to client inquiries and resolve issues.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Open accounts, handle account transfers, and other requests at the direction of the financial advisor.
- Process account transactions and prepare documentation.
- Maintain accurate client records.
- 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 execute 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.
- Strong ability to work independently at the direction of the financial advisor.