Branch Office Administrator

About the Role

Edward Jones is a financial services firm that partners for positive impact to improve the lives of its clients and colleagues, and to better communities and society. As a Branch Office Administrator (BOA), you will be a vital part of the team, providing seamless support to clients and playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers comprehensive training, a wide support network, and the opportunity to work independently with a large team backing you.

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, including 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 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, prepare documentation, and maintain accurate client records.
• Handle 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 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.