Non-Reg On-Caller - Anchorage, AK

Edward Jones • Anchorage, AK

2d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs may work independently while receiving training, peer mentorship, and support from the branch, regional, and home-office teams.

The BOA delivers personalized client service, contributes to annual business planning, listens for client needs that may call for additional services, and helps plan and execute marketing activities. The position also involves account administration, operational support, and use of firm-provided technology.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to work independently at the direction of the 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 client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Perform administrative tasks, including scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and help develop strategies for the upcoming year.
• Listen for situations in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan.

Benefits

• Comprehensive training and peer mentorship.
• Support network spanning the branch office, region, and home office.
• Professional development.
• Rewards program supporting long-term career development, 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.
• Potential merit-based salary increases as associates progress in the BOA role.
• For part-time associates averaging at least 30 hours per week 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 eligibility subject to service-hour requirements.
• In locations requiring accruals of paid sick leave and paid time off, eligible part-time associates may accrue these benefits based on hours worked and applicable law.

What This Job Offers

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