Non-Reg On-Caller - Owensboro, KY

Edward Jones • Owensboro, KY

13d

About The Position

The Branch Office Administrator (BOA) provides administrative support to one or more financial advisors and plays a key role in supporting client accounts, facilitating communication, and delivering a positive client experience. The role includes client service, account management, administrative and operational support, and assistance with marketing initiatives. BOAs may work independently while receiving training, peer mentorship, and support from branch, regional, and home-office teams.

The position also contributes to annual business planning, helps identify client needs through attentive listening, and supports strategies and marketing activities such as planning and executing events. The role requires learning financial-services processes and firm-provided technology.

Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Ability to provide exceptional client service and develop relationships with clients, referral sources, and internal client support team members.
• Aptitude to learn and understand the financial services industry and account processes.
• Ability to work independently at the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain client relationships.
• Support account opening, account transfers, and other financial-advisor-directed requests; process transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with annual business planning and execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Listen for changes in clients’ lives that may indicate a need for additional services.

Benefits

• Comprehensive training and peer mentorship.
• Support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Merit-based salary increases as the associate progresses in the BOA role.
• Eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service-hour conditions.
• Eligible part-time associates in applicable locations may accrue paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed