Non-Reg On-Caller - Garden City, ID

Edward Jones • Garden City, ID

4d

About The Position

The Branch Office Administrator (BOA) provides administrative support to one or more financial advisors and helps deliver a positive client experience. The role supports client accounts, communication, account administration, branch operations, and marketing activities. BOAs may work independently under the direction of a financial advisor, with training, peer mentorship, and support from the branch, regional, and home-office teams.

The position includes serving clients through phone, email, and in-person interactions; assisting with account opening, transfers, transactions, documentation, and recordkeeping; scheduling appointments and preparing meeting materials; managing correspondence; and supporting marketing initiatives and branch business planning. The role also requires learning firm-provided software and using technology to support clients and streamline operations.

Requirements

• 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.
• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and 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, transfers, transactions, and other requests at the financial advisor’s direction.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform administrative tasks.
• Assist with annual business planning and execute the branch business plan, including updating standard operating procedures.
• Support marketing initiatives, including planning and executing events.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Use firm-provided technology and software to support client and branch operations.

Benefits

• Comprehensive training and peer mentorship.
• Professional development and a culture of continuous improvement.
• Rewards program supporting 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.

What This Job Offers

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