Branch Office Administrator

About the Role

Edward Jones is a financial services firm focused on partnering for positive impact to improve the lives of clients and colleagues. The Branch Office Administrator (BOA) role provides administrative support to financial advisors, helping clients achieve their long-term financial goals. BOAs are a valued part of the client support team.

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. This is an opportunity to grow your career in a dynamic environment.

Support Provided

• Comprehensive 6-month training, including mentorship from an experienced peer.
• A wide support network from branch office to region to home office.

Key Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive 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 client experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Learn and understand the financial services industry for account opening, handling account transfers, and other requests as directed by the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Work independently at the direction of the financial advisor.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating SOPs and strategically execute on the branch business plan.

Skills

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

Requirements & Tech Stack

• Strong computer literacy.
• Willingness to learn new technology and programs, such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Qualifications

• Client Service: Provide exceptional service to clients.
• Account Management: Aptitude to learn and understand the financial services industry.
• Administrative & Operational Support: Strong ability to work independently.
• Technology: Strong computer literacy.