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Branch Office Administrator – 16861 – Petoskey, MI

Petoskey, MI

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Posted on September 1, 2017

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About Branch Office Administrator – 16861 – Petoskey, MI

Branch Office Administrator – 16861 – Petoskey, MI – 21097BR
DESCRIPTION/RESPONSIBILITIES:
Play an important role in helping others – and yourself – achieve goals
 
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.
 
VEVRAA Federal Contractor
Request Priority Protected  Veteran Referrals
EOE -Veteran /Disabled/Minority/AA/F/M/SO

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