Non-Reg On-Caller - North Little Rock, AR

Edward Jones • North Little Rock, AR

4d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience through personalized service and operational support.

The BOA responds to client inquiries and resolves issues through phone, email, and in-person interactions; supports account openings, transfers, transactions, documentation, and recordkeeping at the direction of the financial advisor; and manages appointments, meeting materials, correspondence, and marketing initiatives. The role also contributes to annual business planning, helps execute the branch business plan, updates standard operating procedures, and listens for client needs that may indicate a need for additional services.

The position involves working independently while receiving support from a branch, regional, and home-office network. The company provides comprehensive training, including mentorship from an experienced peer, and encourages ongoing professional development. The role requires learning financial-services processes and firm-provided technology, including MoneyGuide, Salesforce, and Microsoft Office products.

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 and communicate with clients by phone, email, and in person.
• Ability to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

Responsibilities

• Provide personalized client service through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and help ensure a positive client experience.
• Build 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 documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• 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 experienced-peer mentorship.
• Professional development and a culture of continuous improvement.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as associates progress in the BOA role.
• For eligible part-time associates, medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by applicable law.

What This Job Offers

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