Branch Office Administrator

About the Role

The Branch Office Administrator (BOA) role at Edward Jones is an opportunity to 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. BOAs are a valued part of the client support team.

Role Summary

As a Branch Office Administrator, you will provide seamless support to clients, play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

Support Provided

• Comprehensive 6-month training including an experienced peer mentor.
• A wide support network from branch office to region to home office.
• Independent work with a large team backing you.

Can you see yourself…

• 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.
• Actively listening for situations in clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

Key Responsibilities

• Client Service:
• 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.
• Account Management:
• 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.
• Administrative & Operational Support:
• Work independently at the direction of the financial advisor.
• Handle administrative tasks, including scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives.
• Streamline processes with updating SOPs and strategically execute on the branch business plan.

Requirements & Tech Stack

• Skills:
• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Technology:
• Strong computer literacy.
• 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.