Sr BOA - La Crosse, WI

Edward Jones Careers•La Crosse, WI

1d•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 and contribute to the company's success through their unique experiences and professional backgrounds. The role provides seamless support to clients, plays 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 with comprehensive training, including an experienced peer mentor, and a wide support network.

Requirements

5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility.
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.

Nice To Haves

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

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.
Handling account opening, 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.