Branch Office Administrator

About the Role

Join Edward Jones, a Fortune 500 financial services firm where people come first. We are an innovative, flexible, and inclusive organization focused on partnering for positive impact. The Branch Office Administrator (BOA) role is a fulfilling career opportunity to team up with financial advisors to help clients achieve their long-term financial goals by providing essential administrative support.

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.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.
• Provide administrative support to a financial advisor or a team of multiple financial advisors.
• Support client accounts, facilitate communication, and ensure a positive client experience.
• 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.
• Open accounts, handle account transfers and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Work independently at the direction of the financial advisor.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting 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
• Client Service
• Account Management
• Administrative & Operational Support
• Technology
• Strong computer literacy with willingness to learn new technology and programs.
• MoneyGuide
• Salesforce
• Microsoft Office products
• Other firm-provided software.

Qualifications

• Aptitude to learn and understand the financial services industry.