Branch Office Administrator-Trainee
At Edward Jones, our formula for success has been to put our customers first.
We recognize that the surest way to deliver outstanding service is to continually develop and reward those who provide it. If you're looking for the tools, resources and freedom to build a great future, contact Edward Jones today.
And see for yourself why for the seventh year, Edward Jones was named one of the "100 Best Companies to Work For in America" by Fortune magazine in its annual listing.
The firm took the No. 16 spot overall in the ranking and was named to the No. 4 spot for large companies.
The seven Fortune rankings include top 10 finishes for five years and consecutive number one rankings in 2002 and 2003.
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 - 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 IRs 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 IR will often depend on the BOA 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 IR'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 IR 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 IR when the IR 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 IR for several weeks, and we ask BOAs to help new IRs 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.
* Submit an online resume for prompt consideration for this opportunity.
Please include the job code and minimum salary requirements on your correspondence.
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