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Branch Office Administrator-Nederland, TX-Branch - Nederland Ad id: 2209156516307985 |  Views: 80

Price: Contact Us
Date listed: 4 years ago
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals. 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. Company Overview At Edward Jones, we help individuals achieve their serious, long term goals by understanding their needs and implementing tailored solutions. Each Edward Jones branch office is run by a Financial Advisor in partnership with the Branch Office Administrator (BOA). Our headquarters locations are in St. Louis and Tempe. We believe the key to building long-term relationships with our nearly 7 million clients is serving their needs. We're located in the communities where you live and work because that's the best way to get to know you and to help you reach your financial goals. Job Summary 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

Source: http://www.juju.com/jad/00000000nl263w?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&channel=staticfile&hosted_timestamp=0042a345f27ac5dc5dedf788c60c2dcce836aa5e3464f4e0866cfcf8e1680304


 


 
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