A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with them. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Department: Branch Staff - Canadian Branch
Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you. Are you an organized individual capable of self-managing your time? Does it excite you to provide a high level of service in a team environment? Would others describe you as someone with strong communication skills both verbal and written with an ability to build strong relationships? If so, continue reading about how you can play an important role in helping clients and the success of your branch team.
Our Branch Office Administrators (BOA) play an important role in serving our clients and successfully operating our branch offices in partnership with Financial Advisors. BOAs work independently to organize and manage a wide range of administrative and client support activities. Successful BOAs possess strong written and verbal communication skills, build strong relationships with their clients and are motivated by the opportunity to make a difference in our clients' lives
Each global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe and Mississauga
Here's a more detailed look at your day:
Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Prepare for appointments
- Provide market information or quotes to clients
- Respond to client inquiries on administrative questions
- Effective communications with the Financial Advisor
- Management of phone calls and walk-in clients
- Ordering supplies and processing expenses
- Opening, closing and transferring accounts
- Processing trade and other transactions
- Processing retirement or estate accounts
- Mailings for marketing
- Follow up with prospective clients.
- Implementing client seminars and promoting credit card services.
- Learning your role through online state of the art e-learning
- Keeping up with system and regulatory changes
- Attending regional and firm activities.
- Exceptional client service focus
- Efficient organization, planning and time management skills
- Self-directed initiative
- Effective verbal and written communication
- Ability to learn new tools and systems
- Flexibility to adjust to evolving client and branch needs
Paid vacation, sick days.