Branch Office Administrator - Golden, CO

Edward Jones Careers • Golden, CO

1d • 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 BOA will be 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. This role offers an opportunity to grow a career in a dynamic and rewarding environment with comprehensive training and a strong support network.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Aptitude to learn and understand the financial services industry.
• 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 listening for situations in 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
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long-term disability
• basic life
• basic AD&D coverage
• 401k retirement plan
• tax-advantaged accounts: health savings account, and flexible spending account
• ten paid holidays
• 15 days of vacation
• sick time
• personal days
• a paid day for volunteerism
• bonuses
• profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees