Branch Office Administrator

About the Role

Edward Jones is a financial services firm seeking a Branch Office Administrator (BOA). The BOA partners with financial advisors to support clients in achieving their long-term financial goals by providing administrative support.

Key Responsibilities

• Deliver exceptional personalized service to clients.
• Take an active role in the annual business planning process.
• Actively listen for client needs that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.
• Provide administrative support to financial advisors or teams of advisors.
• Support client accounts, facilitate communication, and ensure a positive client experience.
• Respond to client inquiries and resolve issues.
• Develop and maintain strong relationships with clients, referral sources, and internal team members.
• Open accounts, handle account transfers, and process other requests as directed by the financial advisor.
• Process account transactions.
• Prepare documentation and maintain accurate client records.
• Handle administrative tasks, including scheduling appointments and preparing materials for client meetings.
• Manage correspondence.
• 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
• Client Service via inbound/outbound calls, email, and in-person interactions.
• Computer literacy with 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.