Branch Office Administrator
Edward Jones
Prairie Village, KSFresher1h agovia LinkedIn
About the Role
The Branch Office Administrator (BOA) role supports financial advisors to help clients achieve their long-term financial goals. The BOA provides administrative support to a financial advisor or a team of multiple financial advisors, acting as a vital part of the client support team.
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 such as 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.
- 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 by 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.
- Experience with MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.
Qualifications
- Aptitude to learn and understand the financial services industry.
Support and Development
- Comprehensive 6-month training including an experienced peer mentor.
- Wide support network from branch office to region to home office.
- Culture of continuous improvement and professional development.