Branch Office Administrator
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Key skills for this role
About the Role
Edward Jones seeks a Branch Office Administrator to provide administrative support to financial advisors and ensure exceptional client service. The role involves account management, marketing activities, and operational tasks.
Key Skills for This Role
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 for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
- Process account transactions, prepare documentation, and maintain accurate client records
- Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
Requirements
- Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in person interactions
- Account Management: Aptitude to learn and understand the financial services industry
- Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor
- Technology: Strong computer literacy with willingness to learn new technology and programs
Full Job Posting
Role Summary
- As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.
- You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
Can you see yourself…
- 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 listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
Role Requirements
- Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in person interactions.
- Account Management: Aptitude to learn and understand the financial services industry.
- Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
- Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm provided software.
What skills would make you a successful BOA?
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
You can also expect…
- A culture of continuous improvement and professional development
- An inclusive environment where everyone’s different viewpoints are valued
- Full time Associates receive medical, dental, vision, 401k, paid time off, and more.
You'll be competitively compensated…
- Edward Jones offers bonus opportunities based on branch and firm profitability, along with individual performance.
- The hiring minimum and maximum range shown below is a subset of the total pay range.
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