Non-Reg On-Caller - Shreveport, LA

Edward Jones • Shreveport, LA

2d • Onsite

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 BOA supports client accounts, facilitates communication, and contributes to a positive client experience. The role includes client service, account administration, operational support, and assistance with marketing and branch business planning. The BOA may work independently at the financial advisor’s direction while receiving training, mentorship, and support from a broader network of colleagues.

The position is with Edward Jones, a privately owned financial services firm serving clients in the U.S. and Canada. Edward Jones describes its culture as inclusive and focused on professional development, individual contributions, and improving the lives of clients, colleagues, and communities.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Ability to provide exceptional client service and communicate with clients by phone, email, and in person.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

Responsibilities

• Provide 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 client requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and assist with strategies for the upcoming year.
• Listen for client life situations 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 an experienced peer mentor.
• A wide support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to promote a long-term career, 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.
• Opportunity for merit-based salary increases.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.

What This Job Offers

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