This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
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? The Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.
This position requires that you possess the following skills:
Client Service
Communication
Organization
Continuous Learning
Each global Edward Jones branch office is run by a Financial Advisor with the support of the BO. Our headquarters locations in St. Louis and Tempe.
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
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 and retirement accounts
Business Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketing
Implementing client seminars and promoting credit card services
Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities:
Learning your role through online state of the art e-learning
Keeping up with system and regulatory changes
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.
Compensation: Low $30k to High $30k annually
Essential Skills
- Numeracy
- Oral communication
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Computer use
Specific Skills
- Send and receive messages
- Provide general information to clients and the public
- Receive and forward telephone or electronic enquiries
- Order supplies and maintain inventory
- Photocopy and collate documents for distribution, mailing and filing
Area Of Specialization
- Forms and records
Security and Safety
- Bondable
- Criminal record check (abstract)
Keyboarding (Words Per Minute)
- 41 - 60 wpm
Business Equipment and Computer Applications
- MS Word
- Excel
- General office equipment
- Internet browser
|
© 2024 SaskJobs. All rights reserved. Privacy Statement | Disclaimer | Copyright | Contact Us | Mobile Site | Site Map |
Email a Friend
Print This Job%20Branch Office Administrator)
