Branch Office Administrator

About the Role

Edward Jones is a privately-owned, Fortune 500 financial services firm focused on clients and colleagues. The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals, providing administrative support and ensuring a positive client experience.

Key Responsibilities

• Deliver exceptional personalized service to clients.
• Take an active role in the annual business planning process.
• Actively listen for situations that may indicate a need for additional services.
• Drive marketing activities, including 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.
• 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, prepare documentation, 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 by updating SOPs and executing 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.
• Familiarity with:
• 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.