Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Branch Office Administrator - 12781 - Sumter, SC

Expired Job

Edward Jones Sumter , SC 29150

Posted 2 months ago

Opportunity Overview

Play an important role in helping others - and yourself - achieve goals

Edward Jones is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision.

Each FA is supported by a Branch Office Administrator who

  • Partners with the FA to build deep, trusted client relationships

  • Enables the FA to focus on providing tailored, solutions-based advice, and

  • Delivers exceptional client service.

Client service

Edward Jones FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the BOA. When clients have questions, the FA will often depend on the BOA to provide a timely response.

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 deepen existing client relationships by recognizing opportunities during day-to-day client interactions, proactively preparing a variety of reports for scheduled appointments, and scheduling systematic contact activities.

Region and firm assistance

To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. While not required, experienced BOAs often volunteer for a program such as mentoring, BOA meeting planning or presentations. They help with an occasional branch visit, workshop or special project.

Certain BOAs will also have the opportunity to play a larger role in their region if their FA holds one of the key leadership positions. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a FA trainee for several weeks. In this case, the BOA can be called upon to help the new FAs become familiar with processing systems and office record keeping.

Office administration

This position is ideal for a well-organized person who enjoys multi-tasking and working with both technology and people. Daily office administration duties include assisting the FA in creating and meeting business plans, overseeing appointment setting and schedules, and processing deposits and transactions.

Investing in You

Working at Edward Jones offers many rewards, and our commitment to sharing the firm's success with those who create it makes our total return different from that of other firms. We recognize individual efforts through a competitive reward program and a unique culture that promotes a long-term career, contributes to your financial security, and encourages your and your family's well-being.

Position Requirements

This multi-faceted role is part client service, part client development, and part office management and administration: The branch office administrator (BOA) position requires that you possess the following core competencies:

  • Exceptional client service abilities

  • Critical thinking capabilities

  • Strong initiative, with the ability to stay focused and proactive while working independently

  • Effective written and verbal communication skills

  • A focus on detail and accuracy

  • The aptitude to learn and understand the financial services industry

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Account Representative (7713) Sumter

Mariner Finance

Posted 1 week ago

VIEW JOBS 11/9/2018 12:00:00 AM 2019-02-07T00:00 Do you have experience working in a fast-paced, financial services or sales environment? Are you a sales focused professional and do you have experience working in collections? If so, Mariner Finance has an amazing opportunity for you to join our team as an Account Representative in our Sumter, SC branch. Account Representatives have the opportunity to be some of Mariner Finance's top producers by providing a variety of loan options for our customers. Become a part of a fast growing, dynamic company, and join a team that offers an opportunity for accelerated professional growth! If you enjoy interacting with customers and thrive in a results oriented environment, we would love to hear from you! Responsibilities: * Greets and assists walk-in and telephone customers at a branch office. * Interacts with customers in person and by telephone to service their accounts. * Conducts loan interviews and enters information into an automated record keeping system. * Proactively contacts borrowers with past-due accounts by telephone or mail to offer rewrite of loan or request payment. * Negotiates extensions and modifications of loans, and arranges payment schedules. * Assesses customers' current financial needs and determines if customer has available cash on account or if customer needs to restructure debt to a home equity bill consolidation loan. * Sells the company's current product lines, including but not limited to personal loans, home equity loans, and sales finance. * Performs a variety of cashiering functions including maintenance of the branch's cash drawer. * Delivers deposits to a financial institution on a daily basis. * Reviews assigned accounts to determine if collection methods have been effective. * Recommends to Branch Manager accounts to review for special handling or intensified collections actions. * Processes incoming payments on active and charged-off accounts. * Prepares and forwards required debits with payment and updates account payment history. * Maintains accurate and complete records on past due accounts and collection actions. * Prepares a wide range of documents for varying purposes including review and action by MVA, attorneys, repossession agencies, etc. * Retrieves specific documents from loan files. * Completes checklists and other supporting documentation and obtains credit reports. * Analyzes credit and financial information. * Posts customer garnishments into the General Ledger (GL) and advises on legal payments. * Completes all warrant in debt and garnishment paperwork for submission to court including notating CIM accounts, scanning and mailing defendant copies, and preparing out-of-state mailings when applicable. * Copies all documents and forwards assembled document packages to appropriate party on a timely basis. * Ensures that loan collection actions on assigned accounts are appropriate and timely and that established policies and procedures are observed. * Answers incoming telephone calls and customers' questions regarding perceived differences in payment records by researching and explaining payment history and timing differences as recorded. * May perform additional functions depending on market demand and branch staffing in order to provide consistent quality customer service. * Additional duties and responsibilities may apply. Qualifications: * High school diploma or equivalent required. * College degree preferred. * Minimum of one (1) year of selling or collecting experience preferred. * Minimum of two (2) years of experience in an office environment utilizing a variety of office equipment, including telephones, calculators, fax machines, personal computers and photocopiers and engaging in varied duties where time management and strong attentiveness to detail and accuracy are required. * Reliable transportation required; valid driver's license. * Demonstrated problem-solving skills and interpersonal skills in demanding situations. * Bilingual fluency in Spanish/English preferred. Physical Demands: * While performing the duties of this job, the employee is frequently required to sit for extended period; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to twenty pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Benefits: As a team member of Mariner Finance you will enjoy a robust benefits package that demonstrates our dedication to employee satisfaction: * Competitive Salary * Medical, Dental, Vision, Life Insurances * 401k Match * Paid Time-Off * Education Reimbursement * Flexible Spending Mariner Finance is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, creed, religion, gender identity, sex, marital status, sexual orientation, national origin, physical or mental handicap, covered veteran status, or other status protected by applicable law. Mariner Finance Sumter SC

Branch Office Administrator - 12781 - Sumter, SC

Expired Job

Edward Jones