Non-Reg On-Caller - Midland, MI

Edward Jones • Midland, MI

3d

About The Position

The Branch Office Administrator (BOA) provides administrative support to one or more financial advisors and is part of the client support team. The role supports client accounts, facilitates communication, and helps ensure a positive client experience through personalized service and accurate, timely administrative and operational support. BOAs work at the direction of the financial advisor and may often work independently, with support from a broad branch, regional, and home-office network. The position includes comprehensive six-month training and an experienced peer mentor.

The BOA also contributes to annual business planning, helps develop and execute branch strategies, listens for client needs that may indicate a need for additional services, and supports marketing activities, including planning and executing events. The role requires learning financial-services processes and firm-provided technology, while maintaining strong relationships with clients, referral sources, and internal colleagues.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of the financial advisor.
• Ability to provide exceptional client service and communicate with clients through calls, email, and in-person interactions.
• 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 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 client-meeting materials, manage correspondence, and support marketing initiatives.
• Assist with the annual business-planning process and strategically execute the branch business plan.
• Plan and execute marketing events.
• Listen for client life situations that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.

Benefits

• Comprehensive six-month training and peer mentorship.
• Professional development and continuous-improvement culture.
• Rewards program supporting long-term careers, 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, subject to stated eligibility conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.

What This Job Offers

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