Branch Office Administrator - Monroe, GA

Edward Jones•Monroe, LA

9d•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 contribute to the company's success through their unique experiences and professional backgrounds. 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 is an opportunity to grow a career in a dynamic and rewarding environment. The company provides comprehensive 6-month training, including mentorship from an experienced peer, and a wide support network extending from the branch office to the region and home office. While working independently, associates will have a team backing them.

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 listening for situations in clients' lives that may indicate a need for additional services.
Driving marketing activities such as planning and executing events.
Providing exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Responding to inquiries, resolving issues, and ensuring an exceptional client experience.
Developing and maintaining strong relationships with clients, referral sources, and internal client support team members.
Learning and understanding the financial services industry, including account opening, handling account transfers, and other requests at the direction of the financial advisor.
Processing account transactions, preparing documentation, and maintaining accurate client records.
Handling various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
Streamlining processes with updating SOPs and strategically executing on the branch business plan.