Branch Office Administrator

About the Role

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.

Role Summary

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

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 listen for situations in the clients' lives that may indicate a need for additional services
• Driving 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 experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
• Streamlining processes with 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
• Client Service
• Account Management
• Administrative & Operational Support
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Qualifications

• None explicitly stated, aptitude to learn is highlighted.

Additional Information

• Comprehensive training including an experienced peer mentor.
• A wide support network from branch office to region to home office.
• Opportunity to work independently with a large support system.
• A culture of continuous improvement and professional development.
• An inclusive environment where different viewpoints are valued.
• Rewards program promoting long-term career, financial security, and well-being.
• Potential for bonuses and profit sharing.
• Eligible for the firm's Employee Assistance Program.
• Competitive compensation with opportunities for discretionary and variable compensation, including bonus opportunities based on branch and firm profitability, along with individual performance.
• Opportunity for merit-based salary increases.