Non-Reg On-Caller - Bedford, NH

Edward Jones Careers•Bedford, NH

1d•Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is a fulfilling career opportunity where individuals team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide comprehensive administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a vital part of the client support team, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience for over nine million clients. Edward Jones is a Fortune 500 company, privately-owned, with over 20,000 financial advisors across the U.S. and Canada. The firm's purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. Edward Jones is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging, valuing different viewpoints and supporting associates.

Requirements

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Ability to provide exceptional client service.
Aptitude to learn and understand the financial services industry.
Strong ability to work independently at the direction of the financial advisor.
Strong computer literacy.
Willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

Team up with financial advisors to help clients achieve their long-term financial goals.
Provide administrative support to a financial advisor or a team of multiple financial advisors.
Provide seamless support to clients.
Support client accounts.
Facilitate communication.
Ensure a positive client experience.
Deliver exceptional personalized service to ensure clients feel understood and informed.
Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
Actively listen for situations in the clients' lives that may indicate a need for additional services.
Drive marketing activities such as planning and executing events.
Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Respond to inquiries, resolve issues, and ensure an exceptional experience.
Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Learn and understand the financial services industry.
Handle account opening, account transfers and other requests at the direction of the financial advisor.
Process account transactions.
Prepare documentation.
Maintain accurate client records.
Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
Streamline processes with updating SOPs.
Strategically execute on the branch business plan.

Benefits

Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
Rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Medical and prescription drug coverage (for part-time associates working an average of at least 30 hours a week over a 12-month measurement period)
Health Savings Account (for part-time associates working an average of at least 30 hours a week over a 12-month measurement period)
Flexible Spending Account (for part-time associates working an average of at least 30 hours a week over a 12-month measurement period)
Voluntary Benefits (such as accident, hospital indemnity, and critical illness) (for part-time associates working an average of at least 30 hours a week over a 12-month measurement period)
Well-being programs (such as the Employee Assistance Program) (for part-time associates working an average of at least 30 hours a week over a 12-month measurement period)
Retirement Plan (if compensated for 1,000 hours of service during the plan year) (for part-time associates working an average of at least 30 hours a week over a 12-month measurement period)
Paid sick leave (in locations that require accruals, for part-time associates based on their hours worked and consistent with applicable law)
Paid time off (in locations that require accruals, for part-time associates based on their hours worked and consistent with applicable law)
Competitive compensation
Various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
Merit-based salary increases as you progress in the BOA role.