Branch Office Administrator
Edward Jones
Lenexa, KSFresher53m agovia LinkedIn
About the Role
Edward Jones is a privately-owned, Fortune 500 financial services firm focused on its clients and colleagues. The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals, providing administrative support and ensuring a positive client experience.
Key Responsibilities
- Deliver exceptional personalized service to clients.
- Participate in the annual business planning process to assist in developing strategies.
- Identify client needs for additional services.
- Drive marketing activities, including planning and executing events.
- Provide client service via inbound/outbound calls, email, and in-person interactions.
- Respond to inquiries and resolve client issues.
- Develop and maintain strong relationships with clients, referral sources, and internal teams.
- Perform account management tasks, including opening accounts, handling transfers, and processing transactions at the direction of the financial advisor.
- Prepare documentation and maintain accurate client records.
- Provide administrative and operational support, working independently at the direction of the financial advisor.
- Schedule appointments and prepare materials for client meetings.
- Manage correspondence and support marketing initiatives.
- Streamline processes by updating SOPs and executing the branch business plan.
Requirements & Tech Stack
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Strong computer literacy.
- Willingness to learn new technology and programs.
- MoneyGuide
- Salesforce
- Microsoft Office products
- Other firm-provided software.
Qualifications
- Aptitude to learn and understand the financial services industry.