Non-Reg On-Caller - Cleveland, OK

Edward Jones • Cleveland, OK

6d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-service support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. The BOA works with clients through calls, email, and in-person interactions, while coordinating account-related requests, branch operations, and marketing activities. The position may involve working independently with guidance from the financial advisor and support from the branch, regional, and home-office teams. Edward Jones provides comprehensive training, including peer mentorship, and a broad support network.

Requirements

• Strong computer literacy and willingness to learn new technology and programs, including MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.
• Ability to work independently at the direction of a financial advisor.
• Skills beneficial to success include analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• 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 client accounts, including account opening, transfers, transactions, documentation, and accurate recordkeeping, at the direction of the financial advisor.
• Handle administrative tasks such as scheduling appointments, preparing client-meeting materials, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with annual business planning and execute strategies for the upcoming year and branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.

Benefits

• Comprehensive training and peer mentorship.
• Support network extending from the branch office through the region to the home office.
• 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.
• For eligible part-time associates: 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