Overview
Branch Office Administrator Jobs in Claremore, OK at Edward Jones
‘A’ Player Agreement
Administrative Specialist
REPORTS TO: Executive Vice President
PERFORMANCE REVIEWS: Monthly
TYPE OF POSITION: Full-Time
CORE VALUES
Cleary Communicate
Own My Role
Remain Teachable
Everyone Matters
STRATEGIC ROLE SUMMRY:
The primary mission of this position is to support effective and efficient company operations.
I WILL ACHIEVE THE FOLLOWING OUTCOMES:
Convert incoming Ease prospects into jobs – 85% conversion ratio
Financial Metrics accomplished (ex. A/R days and Operating Cash Flow)
RIORITIZED KEY ACTIVITIES:
1 | I will handle incoming client communications by:
Daily:
Monitoring all incoming client communication streams
Answering incoming requests for service-phone, email, social in a timely manner
Routing phone calls to the correct staff member
Overseeing job bookings on CRM platform while using phone scripts and zone scheduling
Inputting client job data and notes correctly
Conducting follow up calls after all work is performed
Communicating any schedule needs or changes with clients and staff
Weekly:
Reaching out to past clients to fill job slots (20 per week)
Responding to client reviews
Monthly:
Overseeing the Fab Floor Society schedule and ensuring clients and staff are communicated with
Overseeing ZMS plan
2 | I will provide essential financial success by:
Daily:
Receiving and processing incoming checks and bills
Monitoring Ease residential jobs to ensure FCS’s are collecting money
Inputting data into Work in Progress log (WIP)
Tracking and presenting incoming call data (total calls, calls booked etc.)
Compiling financial and other data concerning FCS roles (job counts, job averages etc.)
Weekly:
Presenting specified data and analytics and offering suggestions for improvement
Overseeing collections with weekly huddle and follow up
3 | I will provide key administrative support by:
Daily:
Understanding how to use office equipment and software.
Being present and prepared for team huddles
Ensuring the front office is clean and reflects our brand well to staff and guests
Collecting and routing mail and deliveries to correct department
Placing product orders per POs and ensuring complete, timely delivery
Maintaining office supplies to PAR levels
Updating necessary KPI documents
Weekly
Creating Canva training materials
Developing and maintaining a social media calendar
Assisting in developing marketing materials and training
Monthly:
Calling pertinent contacts in case of office equipment failure (ex VOIP, Internet, landlord)
Placing product orders per POs and ensuring complete, timely delivery
Maintaining office supplies to PAR levels
Aiding in overhead expense reduction
I possess and will live out the following behaviors:
Positive Attitude: Attitude drives results
Integrity: My words and actions are trustworthy
Proactive: I anticipate the needs of my clients and teammates
Committed: I think of ways to improve myself and those around me
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Title: Branch Office Administrator
Company: Edward Jones
Location: Claremore, OK
