Branch Office Administrator

Branch Office Administrator-Trainee,
EDWARD JONES
Posted May 5, 2009

Kelowna, BC, CANADA 1 Position(s)
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Financial
Financial
http://www.careers.edwardjones.com


Have you ever been called a self-starter? Do you feel you are good at coordinating multiple tasks simultaneously? If you answered yes to those questions, the BOA position may be ideal for you. Part administrative - part client development - part customer service, this position requires that you possess the following core competencies:

* Focus on customer needs
* Understanding of the Financial Services industry
* Critical thinking capabilities
* Strong initiative
* Effective written and verbal communication skills

Here's a more detailed look at the daily responsibilities of the BOA.

Office Administration
Planning and preparation of daily activities, maintaining appointments, processing deposits and transactions are all important administrative duties. This position calls for a well-organized person who enjoys multi-tasking, working with technology and people.

Customer Service
Edward Jones FAs are known for building quality, one-to-one relationships with their customers - and they're able to maintain those relationships with the help of the BOA. When customers have questions, the FA will often depend on the BOA to either contact the home office to get a specific answer, or to provide a timely response to a customer.

Client Development
An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA to deepen existing client relationships by preparing a variety of reports for scheduled appointments and scheduling systematic contact activities.

Region/Firm Assistance
We ask and expect BOAs to provide administrative assistance to their FA when the FA holds a leadership role in the region; this work generally involves scheduling meetings, sending messages to other branches and compiling reports. Many branches host a trainee FA for several weeks, and we ask BOAs to help new FAs become familiar with processing systems and office recordkeeping. These activities are performed during normal office hours.

To improve region performance and support a growing firm, a number of regional support programs have been established to benefit BOAs in the region. While not required, experienced BOAs are encouraged to volunteer for a regional program such as mentoring, BOA meeting planning or presentations or helping with an occasional branch visit, workshop or special project. These contributions are marks of excellence.




Apply Via Email
ejones@beksdata.com