Branch Office Administrator - Blue Ridge, GA

Edward Jones

1d•Onsite

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports clients in pursuing their long-term financial goals by helping manage client accounts, facilitating communication, and delivering a positive client experience. BOAs may work independently while receiving training, mentorship, and support from colleagues across the branch, region, and home office. The position involves client service, account administration, operational support, and technology use. The BOA also contributes to annual business planning, identifies client situations that may indicate a need for additional services, and helps plan and execute marketing activities and events.

Requirements

Analytical thinking.
Attention to detail.
Adaptability.
Conversational skills.
Digital tool utilization.
Team collaboration.
Ability to provide client service across phone, email, and in-person interactions.
Aptitude to learn and understand the financial services industry.
Ability to work independently at the direction of the financial advisor.
Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

Provide exceptional client service through inbound and outbound calls, email, and in-person interactions.
Respond to client inquiries, resolve issues, and develop and maintain relationships with clients, referral sources, and internal support team members.
Support client account opening, transfers, transactions, and other requests at the direction of the financial advisor.
Prepare account documentation and maintain accurate client records.
Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
Assist with the annual business planning process and help develop strategies for the upcoming year.
Support and execute the branch business plan, including streamlining processes and updating standard operating procedures.
Support marketing initiatives, including planning and executing events.
Listen for changes in clients' lives that may indicate a need for additional services.

Benefits

Medical and prescription drug coverage.
Dental insurance.
Vision insurance.
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage.
Short- and long-term disability coverage.
Basic life and basic AD&D coverage.
401(k) retirement plan.
Health savings account and flexible spending account.
Ten paid holidays.
15 days of vacation for new associates beginning on January 1 of each year.
Sick time and personal days.
Paid day for volunteerism.
Potential bonuses and profit sharing.
Employee Assistance Program.
Professional development and training, including peer mentorship.