Branch Office Administrator - Minot, ND
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, and their unique experiences and professional backgrounds contribute to the company's success. The role is a vital part of the team, providing seamless support to clients, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. The company offers 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, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. It is privately-owned, focusing on clients rather than shareholder returns. The company's purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. It is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
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
- 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
- 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.
- Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Benefits
- Medical and prescription drug coverage
- Dental coverage
- Vision coverage
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short-term disability coverage
- Long-term disability coverage
- Basic life coverage
- Basic AD&D coverage
- 401k retirement plan
- Tax-advantaged accounts: health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation
- Sick time
- Personal days
- Paid day for volunteerism
- Bonuses
- Profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
