Branch Office Administrator

About the Role

Edward Jones is a privately-owned, Fortune 500 financial services firm focused on its clients. The Branch Office Administrator (BOA) role supports financial advisors to help clients achieve their long-term financial goals by providing administrative support.

Key Responsibilities

• Deliver exceptional personalized service to clients.
• Participate in the annual business planning process to assist in developing strategies.
• Identify situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.
• Provide administrative support to financial advisors.
• Support client accounts, facilitate communication, and ensure a positive client experience.
• Manage inbound and outbound calls, emails, and in-person interactions for client service.
• Respond to client inquiries and resolve issues.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Handle account opening, transfers, and other requests as directed by the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle various administrative tasks, including scheduling appointments, preparing client meeting materials, and managing correspondence.
• Streamline processes by updating SOPs and strategically executing 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.
• Familiarity with MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Qualifications

• Aptitude to learn and understand the financial services industry.
• Ability to work independently.