Non-Reg On-Caller - Round Lake, IL

Edward Jones • Round Lake, IL

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

The position includes comprehensive six-month training and mentorship from an experienced peer. The BOA contributes to annual business planning, identifies client situations that may indicate a need for additional services, and helps plan and execute marketing activities and events. Responsibilities also include client service, account administration, maintaining records, scheduling, preparing meeting materials, managing correspondence, and supporting branch operations and business-plan execution.

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.
• Skills identified as important to success include 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, 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.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and assist with developing strategies for the upcoming year.
• Listen for changes or situations in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan strategically.

Benefits

• Comprehensive six-month training and mentorship from an experienced peer.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as the associate progresses in the BOA role.
• Part-time associates averaging at least 30 hours a week over a 12-month measurement period may be eligible for medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan subject to the stated service-hours condition.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by location and applicable law.

What This Job Offers

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