Branch Office Administrator

Summary: Edward Jones is a Fortune 500 company focused on improving the lives of clients and colleagues. As a Branch Office Administrator, you will provide essential administrative support to financial advisors, ensuring a positive client experience and facilitating communication. 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 - 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 - 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 - Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software Required Qualifications: - 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 Required Skills: Client Service, Account Management, Technology Important Skills: Analytical Thinking, Digital Tool Utilization Nice-to-Have Skills: Conversational Skills 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 for new associates beginning on January 1 of each year, Sick time, Personal days, A paid day for volunteerism, Bonuses and profit sharing, Employee Assistance Program