Branch Office Administrator
Edward Jones
Clontarf, MNFresher34m agovia LinkedIn
About the Role
Join a financial services firm where your contributions are valued. Edward Jones is a privately-owned, Fortune 500 company focused on clients and colleagues.
The Branch Office Administrator (BOA) role provides administrative support to a financial advisor or a team of multiple financial advisors, 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.
- Providing exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Responding to inquiries, resolving issues, and ensuring an exceptional client experience.
- Developing and maintaining strong relationships with clients, referral sources, and internal client support team members.
- Handling account opening, account transfers, and other requests at the direction of the financial advisor.
- Processing account transactions, preparing documentation, and maintaining accurate client records.
- Handling various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
- Streamlining processes with updating SOPs and strategically executing 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 a 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.
- Comprehensive training and mentorship provided.
- Access to a wide support network extending from the branch office to the region to the home office.