Client-Focused Branch Admin & Support Specialist

Edward Jones; Almont (CO); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being programs

Retirement Plan

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join a nationally recognized financial services firm. You’ll support financial advisors by managing client accounts, handling inquiries, and coordinating administrative tasks to ensure a smooth client experience.

You will participate in a comprehensive 6-month training program, work with a wide regional network, and contribute to business planning, events, and client communications.

Qualifications

• 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.
• 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.
• Administrative & 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.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions; respond to inquiries and maintain client relationships.
• Learn and support account opening, transfers, and other requests per the financial advisor's direction.
• Handle scheduling, meeting materials, correspondence, and support marketing initiatives; update SOPs and align with the branch business plan.
• Demonstrate proficiency with MoneyGuide, Salesforce, and Microsoft Office to support daily operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join a nationally recognized financial services firm. You’ll support financial advisors by managing client accounts, handling inquiries, and coordinating administrative tasks to ensure a smooth client experience.

You will participate in a comprehensive 6-month training program, work with a wide regional network, and contribute to business planning, events, and client communications.