Branch Office Administrator

About the Role

Edward Jones is a financial services firm that partners for positive impact to improve the lives of clients and colleagues. The Branch Office Administrator (BOA) role provides administrative support to a financial advisor or team of financial advisors to help clients achieve 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 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 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, and managing correspondence.
• Support marketing initiatives.
• Streamline processes by updating SOPs.
• 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.