Branch Office Administrator
Edward Jones
Little Rock, ARFresher1h agovia LinkedIn
About the Role
The Branch Office Administrator (BOA) role at Edward Jones provides administrative support to a financial advisor or a team of financial advisors. BOAs partner with financial advisors to help clients achieve their long-term financial goals, acting as a vital part of the client support team.
Key Responsibilities
- Deliver exceptional personalized service to clients via inbound and outbound calls, email, and in-person interactions.
- Respond to client 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.
- Work independently to handle various administrative tasks, including scheduling appointments.
- Prepare materials for client meetings.
- Manage correspondence and support marketing initiatives.
- Streamline processes by updating SOPs and strategically executing on the branch business plan.
- 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 such as planning and executing events.
Requirements & Tech Stack
- Computer literacy with a willingness to learn new technology and programs.
- Experience with MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Qualifications
- Aptitude to learn and understand the financial services industry.
- Strong ability to work independently at the direction of the financial advisor.
- Comprehensive 6-month training program provided, including mentorship from an experienced peer.
- Access to a wide support network extending from the branch office to the region and home office.