Job Information
Edward D. Jones Branch Office Admin (92531BR) in Olive Branch, Mississippi
This is a job description for a Branch Office Administrator with a company in Olive Branch, MS.
Summary: Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Duties & Responsibilities: Delivering exceptional personalized service to ensure clients feel understood and informed. Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year. Actively listen for situations in the clients' lives that may indicate a need for additional services. Driving marketing activities such as planning and executing events
Requirements and Qualifications: Ability to deepen and broaden client relationships. Ability to identify opportunities to create efficiency. Strong ability to work independently. Ability to manage multiple priorities in a deadline driven environment. Proficient in current and new office technology. Willingness to learn how financial services/markets work.
An Equal Opportunity Employer