Non-Reg On-Caller - Fraser, CO

Edward Jones•Fraser, CO

8d•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, and their unique experiences and professional backgrounds contribute to the company's success. The role is dynamic and rewarding, offering growth opportunities. The BOA will provide seamless support to clients, play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. The company provides comprehensive 6-month training, including mentorship from an experienced peer, and a wide support network.

Requirements

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
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. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
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.

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.
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
Health Savings Account
Flexible Spending Account
Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
Well-being programs (such as the Employee Assistance Program)
Retirement Plan (if compensated for 1,000 hours of service during the plan year)
Paid sick leave
Paid time off
Bonus opportunities based on branch and firm profitability, along with individual performance.
Merit-based salary increases