Branch Office Administrator

About the Role

Edward Jones is a privately-owned, Fortune 500 financial services firm that prioritizes its clients and colleagues. The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals, serving as a vital part of the client support team.

Role Summary

As a Branch Office Administrator, you will provide seamless administrative support to financial advisors and their clients. This includes supporting client accounts, facilitating communication, and ensuring a positive client experience. You will work independently with support from a large network.

Key Responsibilities

• Deliver exceptional personalized service to clients.
• Take an active role in the annual business planning process.
• Actively listen for client needs that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.
• Provide administrative and operational support, including scheduling, preparing client meeting materials, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating SOPs and executing on the branch business plan.
• 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.
• Open accounts, handle account transfers, and process other requests as directed by the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.

Skills

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Requirements & Tech Stack

• Aptitude to learn and understand the financial services industry.
• Strong computer literacy with a willingness to learn new technology and programs.
• Experience with MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Qualifications

• Client Service: Providing exceptional service through various communication channels and building client relationships.
• Account Management: Learning and understanding financial services processes for account opening, transfers, and transactions.
• Administrative & Operational Support: Working independently, managing administrative tasks, and supporting marketing efforts.
• Technology: Proficiency in computer systems and a proactive approach to learning new software.

What You Can Expect

• Comprehensive training and peer mentorship.
• A wide support network from branch to home office.
• A culture of continuous improvement and professional development.
• An inclusive environment that values diverse viewpoints.
• A rewards program recognizing individual efforts.
• Competitive compensation, including bonus opportunities based on branch and firm profitability, and individual performance.