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Branch Office Administrator - Salmon Arm,BC - Branch 04395

EDWARD JONES

Salmon Arm, BC, CANADA

Administrative and Clerical

Edward_Jones_BDT
At Edward Jones, we help clients achieve their serious, long-term goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we've located our 12,000+ branch offices in the neighborhoods where our nearly 7 million clients live and work.

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
 
Description:
 
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
Office Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes:
 
  • Effective communications with the Financial Advisor
  • Management of phone calls and walk-in clients
  • Ordering supplies and processing expenses
Account Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include:
 
  • Opening, closing and transferring accounts
  • Processing trade and other transactions
  • Processing retirement or estate accounts
Business Development: BOAs must support the Financial Advisor in developing the branch through:
 
  • Mailings for marketing
  • Follow up with prospective clients.
  • Implementing client seminars and promoting credit card services.
Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include:
 
  • Learning your role through online state of the art e-learning
  • Keeping up with system and regulatory changes
  • Attending regional and firm activities.
You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
 
 
Highly qualified candidates will have experience demonstrating the following skills and abilities:
  • 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
Medical, Dental, Vision
Paid vacation, sick days.
Bonuses
RRSP, DPSP

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About EDWARD JONES

For the 12th consecutive year, Edward Jones has been named as one of the 50 Best Employers in Canada. Edward Jones was ranked No. 7 by Aon Hewitt, published in Maclean's magazine. At Edward Jones, we believe that building long-term relationships with our nearly 7 million clients and placing offices in the neighborhoods where investors live and work are key to helping them achieve their serious, long-term financial goals. As we continue to grow in the United States and Canada, we seek talented, client-focused individuals for careers as Financial Advisors, Branch Office Administrators and in our headquarters.

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Branch Office Administrator - Salmon Arm,BC - Branch 04395, EDWARD JONES, Salmon Arm, BC, CANADA