Non-Reg On-Caller - Bend, OR

Edward Jones • Bend, OR

21h

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 their branch, region, and home office. The position includes comprehensive six-month training and peer mentoring.

The BOA provides client service through calls, email, and in-person interactions; supports account-related work at the direction of the financial advisor; and handles administrative and operational tasks. The role also contributes to annual business planning, marketing activities, process improvements, and execution of the branch business plan. The employer is Edward Jones, a privately owned financial services firm serving clients in the U.S. and Canada.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of the financial advisor.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

Responsibilities

• Provide exceptional service to clients 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 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 provide other administrative support.
• Assist with the annual business planning process and help develop strategies for the upcoming year.
• Listen for situations 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.
• Use and learn firm-provided software and digital tools.

Benefits

• Comprehensive six-month 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.
• Part-time associates averaging at least 30 hours per week over a 12-month measurement period may be eligible for medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan subject to service-hour conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law, based on hours worked.
• Professional development and a culture of continuous improvement.
• Inclusive environment that values different viewpoints.

What This Job Offers

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