Non-Reg On-Caller - Hudson, OH

Edward Jones Careers • Hudson, OH

18h • Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is a fulfilling career opportunity where individuals team up with financial advisors to help clients achieve their long-term financial goals. The primary responsibility of a BOA is to provide comprehensive administrative support to one or more financial advisors. Edward Jones serves over nine million clients and values the unique experiences and professional backgrounds of its BOAs, who are a vital part of the client support team. As a BOA, you will provide seamless support to clients, manage client accounts, facilitate communication, and ensure a positive client experience. The company offers extensive support, including a comprehensive 6-month training program with a peer mentor and a wide support network. Edward Jones is a Fortune 500 company, privately-owned, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm's purpose is to partner for positive impact, improving the lives of clients, colleagues, and communities. It is an innovative, flexible, and inclusive organization that fosters performance excellence and a sense of belonging, ensuring associates are seen, heard, respected, and supported.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Aptitude to learn and understand the financial services industry
• Strong ability to work independently at the direction of the financial advisor
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions
• Respond to inquiries, resolve issues, and ensure an exceptional experience
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members
• Handle account opening, account transfers and other requests at the direction of the financial advisor
• Process account transactions, prepare documentation, and maintain accurate client records
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
• Streamline processes with updating SOPs and strategically execute on the branch business plan

Benefits

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• Rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• Medical and prescription drug coverage (for part-time associates working an average of at least 30 hours a week)
• Health Savings Account (for part-time associates working an average of at least 30 hours a week)
• Flexible Spending Account (for part-time associates working an average of at least 30 hours a week)
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness) (for part-time associates working an average of at least 30 hours a week)
• Well-being programs (such as the Employee Assistance Program) (for part-time associates working an average of at least 30 hours a week)
• Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• Paid sick leave and paid time off (for part-time associates based on hours worked and consistent with applicable law)
• Competitive compensation
• Various discretionary and variable compensation programs
• Bonus opportunities based on branch and firm profitability, along with individual performance
• Merit-based salary increases

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees