Branch Office Administrator - Naperville, IL

Edward Jones Careers•Naperville, IL

1d•Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is a fulfilling career opportunity where BOAs team 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. Edward Jones serves over nine million clients, and BOAs are a valued part of the client support team, contributing significantly to the firm's success through their unique experiences and professional backgrounds. As a vital part of the team, the BOA provides seamless support to clients, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers a fantastic opportunity for career growth in a dynamic and rewarding environment, supported by comprehensive 6-month training, including an experienced peer mentor, and a wide support network extending from the branch office to the region and home office. Edward Jones is a Fortune 500 company, privately-owned, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm's purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. Edward Jones is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging, ensuring associates are seen, heard, respected, and supported.

Requirements

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Ability to provide exceptional client service via inbound and outbound calls, email, and in-person interactions
Ability to respond to inquiries, resolve issues, and ensure an exceptional client experience
Ability to develop and maintain strong relationships with clients, referral sources, and internal client support team members
Aptitude to learn and understand the financial services industry
Strong ability to work independently at the direction of the financial advisor
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

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
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