Non-Reg On-Caller - Raleigh, NC

Edward Jones • Raleigh, NC

4d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support 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 receive comprehensive training, including peer mentoring, and have access to support from their branch, region, and home office, while often working independently.

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. Responsibilities also include account support, administrative and operational tasks, and using firm-provided technology. Edward Jones describes itself as a privately owned financial services firm serving over nine million clients, with 20,000 financial advisors across the U.S. and Canada.

Requirements

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

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.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and help develop strategies for the upcoming year.
• Listen for changes in clients' lives that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.

Benefits

• Medical and prescription drug coverage for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
• Health Savings Account and Flexible Spending Account for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
• Voluntary benefits, such as accident, hospital indemnity, and critical illness coverage, for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
• Well-being programs, such as the Employee Assistance Program, for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
• Retirement Plan for eligible part-time associates compensated for 1,000 hours of service during the plan year.
• Paid sick leave and paid time off for part-time associates in locations that require accruals, based on hours worked and applicable law.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as associates progress in the BOA role.
• Comprehensive training and peer mentoring.
• Professional development.

What This Job Offers

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