Branch Office Administrator-Orland, CA-Branch 65479 - Edward Jones (Orland, CA)
Prepare for appointments Respond to client inquiries on administrative questions Office Administration:
Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes:
Effective communications with the Financial Advisor Management of phone calls and walk-in clients Ordering supplies and processing expenses Account Processing:
Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients.
Activities include:
Opening, closing and transferring accounts Processing trade and other transactions Processing retirement or estate accounts Business Development:
BOAs must support the Financial Advisor in developing the branch through:
Follow up with prospective clients and clients Implementing client seminars and promoting credit card services.
Self Development:
BOAs have the opportunity and are expected to take advantage of developmental opportunities.
Examples include:
Learning your role through online state of the art e-learning Keeping up with system and regulatory changes Attending regional and firm activities.
Primary
Qualifications:
Excellent customer service Strong organizational skills Attention to detail Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes:
Effective communications with the Financial Advisor Management of phone calls and walk-in clients Ordering supplies and processing expenses Account Processing:
Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients.
Activities include:
Opening, closing and transferring accounts Processing trade and other transactions Processing retirement or estate accounts Business Development:
BOAs must support the Financial Advisor in developing the branch through:
Follow up with prospective clients and clients Implementing client seminars and promoting credit card services.
Self Development:
BOAs have the opportunity and are expected to take advantage of developmental opportunities.
Examples include:
Learning your role through online state of the art e-learning Keeping up with system and regulatory changes Attending regional and firm activities.
Primary
Qualifications:
Excellent customer service Strong organizational skills Attention to detail Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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