Apply on Employer Site

Edward Jones · 11 hours ago

Non-Reg On-Caller - Peoria, IL

Peoria Illinois

Full-time

Onsite

New Grad, Entry Level

Edward Jones is a financial services firm where contributions are valued and clients are prioritized. The Branch Office Administrator (BOA) role involves providing administrative support to financial advisors, ensuring a positive client experience, and actively participating in business planning and marketing activities.

AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management

Responsibilities

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

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

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

Qualification

Client ServiceAccount ManagementAdministrative SupportAnalytical ThinkingDigital Tool UtilizationTechnology ProficiencyAttention to DetailAdaptabilityConversational SkillsTeam Collaboration

Required

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

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

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

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