Non-Reg On-Caller - Cocoa, FL

Edward Jones • Cocoa, FL

3d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to one or more financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and referral sources, handle account-related requests at the direction of a financial advisor, and assist with branch operations and marketing. The role often involves working independently, with training and support from peers, the branch, regional teams, and the home office.

The BOA contributes to annual business planning, listens for client needs that may call for additional services, and helps plan and execute marketing activities and events. Duties also include scheduling appointments, preparing materials for client meetings, managing correspondence, maintaining client records, and updating standard operating procedures. The role requires learning firm-provided technology and gaining an understanding of the financial services industry.

Requirements

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

Responsibilities

• Provide exceptional 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, transfers, transactions, documentation, and other account requests at the direction of the financial advisor.
• Maintain accurate client records.
• Schedule appointments, prepare client meeting materials, manage correspondence, and perform administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning, help develop strategies, and execute the branch business plan.
• Listen for situations in clients’ lives that may indicate a need for additional services.
• Help streamline processes by updating standard operating procedures.

Benefits

• Comprehensive training and an experienced peer mentor.
• Support network extending from the branch office through regional and home office teams.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as the employee 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 locations requiring accruals may receive paid sick leave and paid time off based on hours worked and applicable law.
• Professional development and a culture of continuous improvement.

What This Job Offers

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