Non-Reg On-Caller - Anderson, SC

Edward Jones • Anderson, SC

3d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and internal support teams while assisting with the operational and business-planning needs of the branch.

The position includes comprehensive six-month training, mentorship from an experienced peer, and support from the branch, regional, and home-office teams. Associates may work independently while benefiting from a broad network of colleagues. The role offers an opportunity to grow professionally in a financial services environment focused on client service and continuous improvement.

Requirements

• Strong computer literacy and willingness to learn new technologies and programs.
• Ability to work independently at the direction of the financial advisor.
• Ability to provide strong client service and communicate with clients across phone, email, and in-person interactions.
• Ability to handle administrative and operational tasks accurately.
• Aptitude to learn and understand the financial services industry.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.

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.
• Assist with 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 perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in 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.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use firm-provided software and technology to support client and branch operations.

Benefits

• Comprehensive six-month training and mentorship from an experienced peer.
• Broad 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 as associates progress in the BOA role.
• Eligible part-time associates meeting the stated hours and service conditions may receive medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.
• Professional development and a rewards program intended to support associates’ careers, financial security, and family well-being.

What This Job Offers

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