Branch Office Administrator

About the Role

Edward Jones is a Fortune 500 financial services firm focused on its clients and colleagues, aiming for positive impact in communities and society. We are an innovative, flexible, and inclusive organization. The Branch Office Administrator (BOA) role supports financial advisors to help clients achieve their long-term financial goals, 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 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 and resolve issues to ensure an exceptional client experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Manage account opening, handling account transfers, and 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 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 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.
• Client Service experience.
• Account Management aptitude.
• Administrative & Operational Support skills.
• Technology proficiency.