BOA - Temporary - Brandon, MB (18 months)

Edward Jones • Brandon, FL

3d • Onsite

About The Position

The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals. The primary role 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, contributing unique experiences and professional backgrounds. The role involves supporting client accounts, facilitating communication, and ensuring a positive client experience. This is an opportunity to grow a career in a dynamic and rewarding environment, with comprehensive training and a strong support network from the branch office to the home office. The BOA will deliver exceptional personalized service, take an active role in annual business planning, identify client needs, and drive marketing activities such as planning and executing events.

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. 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.
• 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. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. 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.
• 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.
• 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

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
• A rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits.
• Paid time off including vacation, sick, holidays and personal days
• Bonus opportunities based on branch and firm profitability, along with individual performance.
• Opportunity for merit-based salary increases as you progress in the BOA role.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed