Branch Office Administrator

About the Role

The Branch Office Administrator (BOA) role provides administrative support to a financial advisor or a team of multiple financial advisors, teaming up with them to help clients achieve their long-term financial goals. This role is a vital part of the client support team, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. Edward Jones is a Fortune 500 company and a privately-owned financial services firm.

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 listening for situations in 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 experience.
• Developing and maintaining strong relationships with clients, referral sources, and internal client support team members.
• Opening accounts, handling 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 willingness to learn new technology and programs.
• Familiarity with technologies 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.