Branch Office Administrator
Edward Jones
Norwalk, CTFresher1h agovia LinkedIn
About the Role
The Branch Office Administrator (BOA) role provides administrative support to a financial advisor or a team of multiple financial advisors, assisting clients in achieving their long-term financial goals.
Key Responsibilities
- Deliver exceptional personalized service to clients.
- Take an active role in the annual business planning process.
- Actively listen for situations 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, resolve issues, and ensure an exceptional client experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Process 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, preparing materials for client meetings, managing correspondence, and supporting 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 willingness to learn new technology and programs.
- Familiarity with 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.