Senior Branch Office Administrator - Simpsonville, SC

Edward Jones•Simpsonville, SC

3d•Onsite

About The Position

The Senior Branch Office Administrator (Sr. BOA) role involves teaming up with financial advisors to help 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. Sr. BOAs are a valued part of the client support team, contributing to the company's success through their unique experiences and professional backgrounds. The role is 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 your career in a dynamic and rewarding environment, with 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. You'll often work independently but will have a team of thousands backing you.

Requirements

5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Nice To Haves

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Aptitude to learn and understand the financial services industry.

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.
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.
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.