Non-Reg On-Caller - Shelby, NC

Edward Jones • Shelby, NC

2d

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 may work independently while receiving training, mentoring, and support from their branch, regional, and home-office teams.

The position includes client service through calls, email, and in-person interactions; account administration at the direction of the financial advisor; operational and administrative support; and use of firm-provided technology. The BOA also contributes to business planning, marketing activities, and process improvement.

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 client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support team members.
• Support account opening, account transfers, transactions, documentation, and accurate client recordkeeping at the direction of the financial advisor.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Contribute to annual business planning, help develop strategies for the upcoming year, and execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures and help streamline processes.

Benefits

• Comprehensive training and an experienced peer mentor
• Professional development
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance
• Opportunity for merit-based salary increases
• Eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period may receive medical and prescription drug coverage, a Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service requirements
• Paid sick leave and paid time off for eligible part-time associates where required by applicable law

What This Job Offers

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