Non-Reg On-Caller - Tuscumbia, AL

Edward Jones • Tuscumbia, AL

4d

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, mentorship, and support from colleagues across the branch, region, and home office.

The position includes serving clients through phone, email, and in-person interactions; supporting account-related requests and documentation at the direction of the financial advisor; and handling office administration, scheduling, correspondence, and marketing activities. The BOA also contributes to annual business planning, process improvements, and the execution of the branch business plan.

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 client service through phone, email, and in-person interactions.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.
• 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 and resolve issues.
• Develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, transactions, and other requests at the direction of the financial advisor.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Assist with annual business planning and strategically execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Plan and execute marketing activities and events.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide support network spanning the branch office, region, and home office.
• 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 meeting stated hours and service conditions may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan benefits.
• Eligible part-time associates in locations requiring accruals may receive paid sick leave and paid time off, based on hours worked and applicable law.
• Professional development and a rewards program intended to support long-term careers, financial security, and family well-being.

What This Job Offers

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