Branch Office Administrator - 05043 - Bossier City, LA

Edward Jones Bossier City , LA 71113

Posted 8 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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
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
Branch Manager Trainee Bossier City

The Hertz Corporation

Posted 6 days ago

VIEW JOBS 11/9/2019 12:00:00 AM 2020-02-07T00:00 General Responsibilities Join Hertz Local Edition Corp (HLE) as a Branch Manager Trainee! Each year, many talented people join HLE, and the best become future Branch Managers of our Hertz Local Edition branches. Our program provides hands-on training in: Sales, Operations, Customer Service, Finance & Accounting Management, Revenue Management, Fleet Management, and most importantly: People Management. Hertz rewards its employees with competitive compensation packages including: hourly pay, overtime pay, and performance based bonuses. Branch Manager Trainees will progress through the training curriculum within their first nine months of employment. You will also receive the use of a company car upon entry into the Branch Manager ranks. The Management Training Curriculum program provides a clearly defined career path to a Branch Manager in as little as 12-18 months! Our promotions don't stop there; our top level management regularly comes from the training ranks. Your journey with Hertz will start off as a Branch Manager Trainee, quickly progressing into a Management Associate, while quickly gaining experience for a future Branch Manager role. In addition to our competitive compensation package, Hertz also provides world class benefits, which include: * Medical, Dental, and Vision Insurance * Life Insurance * Tuition Reimbursement * Up to 4 weeks of paid vacation a year (* depending on employment level) * 401(k) Retirement Plan * Employee Stock Purchase Plan & Employee Discounts Responsibilities: * Supporting achievement of location sales and margin goals * Ensuring positive customer experience, making Hertz #1 in car rental company experience * Achieving individual sales goals and customer service goals * Growing sales utilizing business-to-business sales tactics * Upholding company standards by ensuring cars are presentable to customers * Clean and service facilities/vehicles to ensure customer satisfaction Mandatory Requirements * Strong communication and multitasking skills * Ability to drive multiple types of vehicles * Ability to read and understand driving directions and maps * Proficiency in English * Valid driver's license in good standing * Minimum Associates Degree or Equivalent Industry Experience EEO Statement Hertz is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Hertz is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Hertz is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans. The Hertz Corporation Bossier City LA

Branch Office Administrator - 05043 - Bossier City, LA

Edward Jones