Branch Office Administrator
Edward Jones
Omaha, NEFresher5m agovia LinkedIn
About the Role
The Branch Office Administrator (BOA) role at Edward Jones is an opportunity to provide administrative support to a financial advisor or a team of multiple financial advisors, supporting client accounts, facilitating communication, and ensuring a positive client experience.
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 the 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 and resolve issues to ensure an exceptional client experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Open accounts, handle account transfers, and process other requests at the direction of the financial advisor.
- Process account transactions and 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 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
- Strong computer literacy with willingness to learn new technology and programs such as 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.
- Comprehensive training and an experienced peer mentor will be provided.
- A wide support network will be available from the branch office to the region and home office.