Branch Office Administrator - Casa Grande, AZ

Edward Jones Careers•Casa Grande, AZ

1d•Onsite

About The Position

The Branch Office Administrator (BOA) role involves teaming up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a valued part of the client support team, providing seamless support to clients, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers a dynamic and rewarding environment with comprehensive 6-month training, including mentorship from an experienced peer, and a wide support network. Edward Jones is a Fortune 500 company where people come first, focused on partnering for positive impact to improve the lives of clients and colleagues, and bettering communities and society. They are an innovative, flexible, and inclusive organization.

Requirements

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

Provide 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.
Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Respond to inquiries, resolve issues, and ensure an exceptional experience.
Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Learn and understand the financial services industry, including account opening, handling account transfers and other requests at the direction of the financial advisor.
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.
Streamline processes with updating SOPs and strategically execute on the branch business plan.