Branch Office Administrator
Edward Jones
Bar Harbor, MEFresher57m agovia LinkedIn
About the Role
Edward Jones is a Fortune 500¹ financial services firm where people come first. The Branch Office Administrator (BOA) role is an opportunity to team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.
Role Summary
As a Branch Office Administrator, you will provide seamless support to clients, play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
Key Responsibilities
- Delivering exceptional personalized service to ensure clients feel understood and informed.
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
- Actively listen for situations in the clients' lives that may indicate a need for additional services.
- Driving 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 experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Handle account opening, 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, preparing materials for client meetings, managing correspondence.
- Streamlining 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 willingness to learn new technology and 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.