Branch Office Administrator - San Clemente, CA - 25270
Edward Jones HQ
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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. 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.
The BOA plays a critical administrative role in the branch and supports our commitment to an ideal client experience. The BOA and the financial advisor work together as a team to create new clients, serve existing clients, and run an efficient branch office. A BOA's responsibilities include, but are not limited to the following.
Prepare reports and materials for client appointments
Update prospective client and client data records
Proactively contact clients to set or confirm appointments and offer appropriate services
Contact existing clients to invite them to a face to face meeting with the financial advisor to review their financial goals
Plan and prepare marketing materials and events with the financial advisor
Organize and maintain the financial advisor's schedule
Learn and implement new tools and systems that manage client contacts and increase branch efficiency.
Highly qualified candidates will have experience demonstrating the following skills and abilities:
Exceptional client service focus
Efficient organization, planning and time management skills
Effective verbal and written communication
Ability to learn new tools and systems
Flexibility to adjust to evolving client and branch needs
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