Non-Reg On-Caller - San Francisco, CA

Edward Jones • San Francisco, CA

4d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-support services to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients through phone, email, and in-person interactions, while also assisting with account transactions, branch operations, marketing, and business planning. The role may involve working independently with support from colleagues and a broad network across the branch, region, and home office. The company provides comprehensive training and peer mentorship.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to work independently at the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.
• Aptitude to learn and understand the financial services industry.

Responsibilities

• Provide exceptional service to clients through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal client-support team members.
• Support client accounts, including account opening, account transfers, and other requests at the direction of the financial advisor.
• Process account 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.
• Contribute to the annual business-planning process, help develop strategies for the upcoming year, and execute the branch business plan.
• Listen for circumstances in clients’ lives that may indicate a need for additional services.
• Streamline processes by updating standard operating procedures.
• Use firm-provided technology and software to support branch operations.

Benefits

• Comprehensive training and an experienced peer mentor.
• Wide support network across the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program supporting long-term careers, financial security, and associate and family well-being.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Merit-based salary increases as associates progress in the BOA role.
• For eligible part-time associates averaging at least 30 hours weekly over a 12-month measurement period: medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan subject to service-hour conditions.
• Where required by law, eligible part-time associates accrue paid sick leave and paid time off based on hours worked.

What This Job Offers

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