Non-Reg On-Caller - Chandler, AZ

Edward Jones • Chandler, AZ

3d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients, referral sources, and internal support teams, and may work independently while receiving support from the branch, regional, and home-office teams. The company provides comprehensive training, including an experienced peer mentor.

The role also contributes to annual business planning, marketing activities, and branch operations. The BOA may help develop strategies for the upcoming year, plan and execute events, maintain and update standard operating procedures, and carry out the branch business plan. The position requires learning financial-services processes and firm-provided technologies.

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 personalized service and communicate with clients through phone, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and support a positive client experience.
• 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 direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Assist with the annual business planning process and help develop strategies for the upcoming year.
• 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, streamline processes, and execute the branch business plan.

Benefits

• Comprehensive training and peer mentoring.
• Wide support network spanning the branch office, region, and home office.
• Professional development and continuous-improvement culture.
• 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